Lazard US Strategic Equity Instl Fund (LZUSX)

Fund performance review and position details on Lazard US Strategic Equity Instl Fund (LZUSX)

Lazard US Strategic Equity Instl Fund (LZUSX) Fund Statistics (February 28, 2010)

Category: Large Blend
Net Asset: $74.38M
Yield: 0%
Year-to-Date Return: -0.12%
Morningstar rating: 3

Lazard US Strategic Equity Instl Fund (LZUSX) Cost

Initial Investment: $100,000
Total Expense Ratio (Large Blend average): 1.05% (1.11%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 82.00%

Lazard US Strategic Equity Instl Fund (LZUSX) Performance

1-month Performance (Large Blend category average): 3.09% (2.98%)
3-month Performance (Large Blend category average): 1.39% (1.74%)
1 Year Performance (Large Blend category average): 53.74% (53.54 %)
3 Year Performance (Large Blend category average): -6.36% (-5.77 %)
5 Year Performance (Large Blend category average): 0.68% (0.31 %)
Best 3 year performance: 7.35%
Worst 3 year performance: -8.63%
Number of Years of positive return: 4 years
Number of Years of negative return: 1 years
3 year Alpha (Large Blend category average): -0.65 (0.06)
3 year Beta (Large Blend category average): 1 (1.01)
3 year Sharpe Ratio: -0.31
3 year Treynor: -8.17

Most Recent Top 10 Stock Holdings in Lazard US Strategic Equity Instl Fund (LZUSX) as of 31-Dec-09

[See Stock Holding Change Map]

Stock	Weighting	Price change (15 mins delay)
Johnson & Johnson Common Stock	4.32%	0.00%
Pfizer, Inc. Common Stock	4.28%	0.00%
Comcast Corporation	4.17%	0.00%
International Business Machines	3.66%	0.00%
Walgreen Company Common Stock	3.37%	0.00%
Microsoft Corporation	3.25%	0.00%
ConocoPhillips Common Stock	2.91%	0.00%
Wal-Mart Stores, Inc. Common St	2.65%	0.00%
JP Morgan Chase & Co. Common St	2.6%	0.00%
Raytheon Company Common Stock	2.54%	0.00%

*Note: The price change will reset to 0 after the midnight

Lazard US Strategic Equity Instl Fund (LZUSX) Sector Breakdown (% of stocks) as of 31-Dec-09

Sector	Weighting
Hardware	10.37%
Software	6.75%
Media	4.19%
Telecommunications	2.18%
Consumer services	12.80%
Business Services	1.20%
Financial Services	14.22%
Healthcare	14.71%
Utilities	0.84%
Consumer goods	9.00%
Energy	11.38%
Industrial materials	12.35%

Lazard US Strategic Equity Instl Fund (LZUSX) Fund Portfolio Allocation for 09/2009

Stock	98.98%
Bond	0%
Cash	1.02%
Other	0%

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See more information on Lazard US Strategic Equity Instl Fund (LZUSX)

• Lazard US Strategic Equity Instl Fund Insights
• Lazard US Strategic Equity Instl Fund Performance Data
• Lazard US Strategic Equity Instl Fund News
• Lazard US Strategic Equity Instl Fund Score Explaination
• Lazard US Strategic Equity Instl Fund Manager Information
• Historic Lazard US Strategic Equity Instl Fund Asset Allocation Report
• Historic Lazard US Strategic Equity Instl Fund Top 10 Holding Tracking
• Historic Lazard US Strategic Equity Instl Fund Asset Under Management Tracking