Lazard US Small-Mid Cap Equity Instl Fund (LZSCX)

Fund performance review and position details on Lazard US Small-Mid Cap Equity Instl Fund (LZSCX)

Last Trade: $12.33 on 3/19/2010, Change: -0.09 (-0.72%)

Experiment our closing price forecasting tool for Lazard US Small-Mid Cap Equity Instl Fund (LZSCX) (alpha release)

Lazard US Small-Mid Cap Equity Instl Fund (LZSCX) Fund Statistics (February 28, 2010)

Category: Small Blend
Net Asset: $76.37M
Yield: 0%
Year-to-Date Return: -1.36%
Morningstar rating: 4

Lazard US Small-Mid Cap Equity Instl Fund (LZSCX) Cost

Initial Investment: $100,000
Total Expense Ratio (Small Blend average): 1.13% (1.53%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 138.00%

Lazard US Small-Mid Cap Equity Instl Fund (LZSCX) Performance

1-month Performance (Small Blend category average): 3.65% (4.45%)
3-month Performance (Small Blend category average): 8.28% (8.38%)
1 Year Performance (Small Blend category average): 83.02% (67.42 %)
3 Year Performance (Small Blend category average): -2.50% (-6.15 %)
5 Year Performance (Small Blend category average): 2.78% (0.83 %)
Best 3 year performance: 24.48%
Worst 3 year performance: -10.43%
Number of Years of positive return: 14 years
Number of Years of negative return: 4 years
3 year Alpha (Small Blend category average): 5.03 (1.67)
3 year Beta (Small Blend category average): 1.14 (1.18)
3 year Sharpe Ratio: -0.06
3 year Treynor: -3.79

Most Recent Top 10 Stock Holdings in Lazard US Small-Mid Cap Equity Instl Fund (LZSCX) as of 31-Dec-09

[See Stock Holding Change Map]

Stock Weighting Price change (15 mins delay)
Synaptics Incorporated 1.91% -4.99%
Central Garden & Pet Company 1.89% -2.24%
Polycom, Inc. 1.74% 1.23%
Prosperity Bancshares, Inc. 1.72% 0.85%
AGL Resources, Inc. Common Stoc 1.71% 0.50%
Northeast Utilities Common Stoc 1.7% -0.04%
MGE Energy Inc. 1.63% 0.74%
PacWest Bancorp 1.58% 2.59%
Piper Jaffray Companies Common 1.57% -1.96%
UDR, Inc. Common Stock 1.52% 0.00%
*Note: The price change will reset to 0 after the midnight

Lazard US Small-Mid Cap Equity Instl Fund (LZSCX) Sector Breakdown (% of stocks) as of 31-Dec-09

Sector Weighting
Hardware 7.25%
Software 5.42%
Media 0.00%
Telecommunications 1.82%
Consumer services 13.18%
Business Services 4.80%
Financial Services 17.11%
Healthcare 9.61%
Utilities 5.29%
Consumer goods 11.66%
Energy 6.06%
Industrial materials 17.80%

Lazard US Small-Mid Cap Equity Instl Fund (LZSCX) Fund Portfolio Allocation for 09/2009

Stock 96.27%
Bond 0%
Cash 3.73%
Other 0%

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.

Stock	Weighting	Price change (15 mins delay)
Synaptics Incorporated	1.91%	-4.99%
Central Garden & Pet Company	1.89%	-2.24%
Polycom, Inc.	1.74%	1.23%
Prosperity Bancshares, Inc.	1.72%	0.85%
AGL Resources, Inc. Common Stoc	1.71%	0.50%
Northeast Utilities Common Stoc	1.7%	-0.04%
MGE Energy Inc.	1.63%	0.74%
PacWest Bancorp	1.58%	2.59%
Piper Jaffray Companies Common	1.57%	-1.96%
UDR, Inc. Common Stock	1.52%	0.00%

Sector	Weighting
Hardware	7.25%
Software	5.42%
Media	0.00%
Telecommunications	1.82%
Consumer services	13.18%
Business Services	4.80%
Financial Services	17.11%
Healthcare	9.61%
Utilities	5.29%
Consumer goods	11.66%
Energy	6.06%
Industrial materials	17.80%