Lazard International Small Cap Equity Portfolio Open Shares (LZSMX) Research

The fund predominantly invests in the common stock of relatively small, non-U.S. companies. The Investment Manager identifies these businesses as undervalued by analyzing their earnings, cash flow, or underlying asset values. For the purpose of this portfolio, a "small non-U.S. company" is defined as one whose market capitalization, at the time of its initial acquisition, is between $300 million and $5 billion, or falls within the typical range of companies comprising the MSCI EAFE Small Cap Index.

Market snapshot

Symbol
LZSMX
Price
$13.80
Day change
+1.85%
Market cap
$78.2M
52-week range
9.71-13.8
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Alger Balanced Portfolio Class I-2 (ABLOX)
  • Manning & Napier Fd, Inc. Equity Series Class S (EXEYX)
  • Nuveen Flagship New Mexico Muni Bd Fd Cl A (FNMTX)
  • Tributary Balanced Fd Instl (FOBAX)
  • Intl Developed Power Buffer ETF (IMAY)
  • Lazard Enhanced Opportunities Portfolio Open Shares (LEOOX)
  • Lazard International Equity Select Open Shs (LZESX)
  • Lazard Equity Franchise Portfolio Open Shares (LZFOX)

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