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Lazard International Strategic Eq Open (LISOX) Fund Ranking and Research

Ranking, Research and Recommendation of Lazard International Strategic Eq Open (LISOX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Lazard International Strategic Eq Open Fund (LISOX) ManagerFund Manager - John A. Reinsberg

Fund Manager Information

Fund Manager Tenure: 13.6 years
Similar Funds: LISIX 
Fund Family: Lazard
Fund Category: Foreign Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)

 

Graph of Lazard International Strategic Eq Open Fund (LISOX) ProfileLazard International Strategic Eq Open Fund (LISOX) Profile

Fund Profile and Description

Lazard International Strategic Eq Open Fund seeks long-term capital appreciation. Lazard International Strategic Eq Open Fund invests primarily in equity securities, principally common stocks, of non-U.S. companies whose principal activities are located in countries represented by the MSCI EAFE Index that the Investment Manager believes are undervalued based on their earnings, cash flow or asset values. It invests at least 80% of assets in equity securities and invests up to 30% of assets in securities of companies whose principal business activities are located in emerging market countries, although the allocation of the fund’s assets to emerging market countries may vary from time to time.

 

Lazard International Strategic Eq Open (LISOX) Fund Strength What we like about Lazard International Strategic Eq Open (LISOX) Fund

Data for Lazard International Strategic Eq Open Fund (LISOX) as of May 30, 2016

  • Lazard International Strategic Eq Open Fund (LISOX) management has been with Lazard International Strategic Eq Open Fund for 13.6 years
  • Lazard International Strategic Eq Open Fund (LISOX) has good short-term performance (1-year return -8.54% vs -10.09% Foreign Large Blend category median performance)
  • Lazard International Strategic Eq Open Fund (LISOX) has good mid-term performance (3-year return 3.26% vs 1.82% Foreign Large Blend category median performance)
  • Lazard International Strategic Eq Open Fund (LISOX) has good Long-term performance (5-year return 4.71% vs 1.53% Foreign Large Blend category median performance)
  • Lazard International Strategic Eq Open Fund (LISOX) has a Morningstar rating of 4 and above
  • Asset base in Lazard International Strategic Eq Open Fund (LISOX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lazard International Strategic Eq Open Fund (LISOX) has an annual stock turnover rate of 37.00% vs Foreign Large Blend average of 44.90%. It is good that Lazard International Strategic Eq Open management does not trade extensively for its return.
  • Lazard International Strategic Eq Open Fund (LISOX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.3, lower than category average of 12.81
  • Lazard International Strategic Eq Open Fund (LISOX) has a lower expense ratio than its Foreign Large Blend average: 1.08% vs 1.14%

Lazard International Strategic Eq Open Fund (LISOX) Weakness What we are cautious about Lazard International Strategic Eq Open (LISOX) Fund

Data for Lazard International Strategic Eq Open Fund (LISOX) as of May 30, 2016

  • Lazard International Strategic Eq Open Fund (LISOX) ratio of up-years vs down years can be improved
  • Even though Lazard International Strategic Eq Open Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Lazard International Strategic Eq Open Fund (LISOX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lazard International Strategic Eq Open Fund (LISOX)Compare with other top Foreign Large Blend category mutual funds

Aadditional top Foreign Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lazard International Strategic Eq Open0.37-8.543.264.71
Parametric International Equity Investor (EAISX)1.60-4.953.802.79Compare
INTECH International Mgd Volatility T (JRMTX)1.29-2.474.563.43Compare
Artisan International Value Investor (ARTKX)2.65-4.906.066.97Compare

See top fund managers for Foreign Large Blend Category Funds

 

Compare Lazard International Strategic Eq Open Fund (LISOX)Compare with Foreign Large Blend category ETFs

Some Foreign Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Madrona International ETF (FWDI)000
Vanguard Total International Stock ETF (VXUS)000
iShares MSCI EAFE Minimum Volatility (EFAV)000
Schwab International Equity ETF (SCHF)000
PowerShares Intl Div Achiev ETF (PID)000

 

Graph of Lazard International Strategic Eq Open Fund (LISOX) Net Asset TrackingLazard International Strategic Eq Open (LISOX) Fund Net Asset

Track net asset change of Lazard International Strategic Eq Open fund (LISOX)

DateNet Asset
05/2016$7.69B
03/2016$7.51B
02/2016$6.99B
More historic net asset information on Lazard International Strategic Eq Open Fund (LISOX)

  

Graph of Lazard International Strategic Eq Open Fund (LISOX) Portfolio TrackingLazard International Strategic Eq Open (LISOX) Fund Portfolio Allocation

Track portfolio allocation change of Lazard International Strategic Eq Open fund (LISOX)

DateCashStockBondOther
03/20164.01%91.31%0%4.68%
12/20151.8%94.29%0%3.91%
09/20155.53%92.07%0%2.4%
Click here to see more historic asset allocation information on Lazard International Strategic Eq Open Fund (LISOX)

 

graph of Lazard International Strategic Eq Open Fund (LISOX) Top 10 Position TrackingTop 10 Holdings in Lazard International Strategic Eq Open (LISOX) Fund

Discover what Lazard International Strategic Eq Open Fund (LISOX) manager is buying

Mar 30, 2016
SAMPO OYJ SHS A [3.48%]
British American Tobacco PLC [3.3%]
DON QUIJOTE CO LTD [2.78%]
Aon plc Class A Ordinary Shares [2.77%]
DAIWA HOUSE IND LTD [2.74%]
CARLSBURG AS B SHS [2.41%]
Informa PLC [2.39%]
AEON FINL SVC (JPN [2.39%]
Bayer AG [2.37%]
Shire PLC [2.33%]

Dec 30, 2015
SAMPO OYJ SHS A [4%]
British American Tobacco PLC [3.16%]
DAIWA HOUSE IND LTD [2.83%]
DON QUIJOTE CO LTD [2.64%]
NOVARTIS AG BASL [2.62%]
Prudential PLC [2.57%]
Informa PLC [2.52%]
CREDIT SUISSE GROUP [2.44%]
Lloyds Banking Group PLC [2.39%]
Shire PLC [2.39%]

Sep 29, 2015
SAMPO OYJ SHS A [3.92%]
NOVARTIS AG BASL [3.24%]
British American Tobacco PLC [3.22%]
DON QUIJOTE CO LTD [2.91%]
Informa PLC [2.86%]
Valeo SA [2.65%]
Lloyds Banking Group PLC [2.59%]
Prudential PLC [2.49%]
Daiwa House Industry Co Ltd [2.47%]
Shire PLC [2.12%]
Click here for Stock Holding Change Map in Lazard International Strategic Eq Open Fund (LISOX)

  

Latest News on Lazard International Strategic Eq Open (LISOX) Fund

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Lazard International Strategic Eq Open Fund (LISOX) Related ResourcesSee more information on Lazard International Strategic Eq Open (LISOX) Fund

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