Lazard International Equity Portfolio - Open Shares (LZIOX) Research

This portfolio primarily invests in shares of significant companies located outside the United States, typically those with market valuations aligning with the constituents of the MSCI Europe, Australasia, and Far East (EAFE) Index. At least 80% of its total assets are committed to equity holdings. The fund manager focuses on well-established enterprises operating in developed economies, but also has the flexibility to allocate up to 15% of its capital to securities of firms primarily conducting business in emerging market nations.

Market snapshot

Symbol
LZIOX
Price
$21.09
Day change
+0.72%
Market cap
$3.5B
52-week range
18.65-21.18
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Beacon Large Cap Value Fund Investor Class (AAGPX)
  • Fidelity Advisor Small Cap I (FSCIX)
  • BlackRock Advantage Large Cap Core Fund Investor A Shares (MDLRX)
  • Oakmark International Small Cap Fund Investor Class (OAKEX)
  • PGIM Jennison Utility Fund Class A (PRUAX)
  • PGIM Jennison Utility Fund Class Z (PRUZX)
  • T. Rowe Price Retirement 2010 Fund Class R (RRTAX)
  • International Equity Fund Class Y (SEFCX)

Open Lazard International Equity Portfolio - Open Shares (LZIOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.