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Mutual Fund Insights: Lazard Emerging Markets Equity Instl Fund (LZEMX)

In-depth Analysis of Lazard Emerging Markets Equity Instl Fund (LZEMX)

Mutual fund chart: Lazard Emerging Markets Equity Instl Fund (LZEMX)

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See Lazard Emerging Markets Equity Instl Fund (LZEMX) performance details as of January 31, 2010

  

    Last Trade: $18.65 on 3/19/2010, Change: -0.07 (-0.37%)

  

Fund Manager - James Donald

Fund Manager Tenure: 8.3 years
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)
James M. Donald, a Managing Director of the Investment Manager, is a portfolio manager/analyst on the Investment Manager?s Emerging Markets Equity team and Head of the Emerging Markets Group. Prior to joining the Investment Manager in 1996, Mr. Donald was a portfolio manager with Mercury Asset Management. Mr. Donald is a CFA Charterholder.  Get more insights on James Donald

  

What we like about Lazard Emerging Markets Equity Instl Fund (LZEMX) What we like about Lazard Emerging Markets Equity Instl Fund (LZEMX)

Data for Lazard Emerging Markets Equity Instl Fund (LZEMX) as of January 31, 2010

  • Lazard Emerging Markets Equity Instl Fund (LZEMX) management has been with Lazard Emerging Markets Equity Instl Fund for 8.3 years
  • Lazard Emerging Markets Equity Instl Fund (LZEMX) has good short-term performance (1-year return 79.92% vs 78.02% Diversified Emerging Mkts category average)
  • Lazard Emerging Markets Equity Instl Fund (LZEMX) has good mid-term performance (3-year return 4.40% vs 0.16% Diversified Emerging Mkts category average)
  • Lazard Emerging Markets Equity Instl Fund (LZEMX) has good Long-term performance (5-year return 15.33% vs 11.75% Diversified Emerging Mkts category average)
  • Lazard Emerging Markets Equity Instl Fund (LZEMX) ratio of up-years vs down years is greater than 2
  • Lazard Emerging Markets Equity Instl Fund (LZEMX) has a Morningstar rating of 4 and above
  • Lazard Emerging Markets Equity Instl Fund (LZEMX) has an annual stock turnover rate of 43.00% vs Diversified Emerging Mkts average of 85.71%. It is good that Lazard Emerging Markets Equity Instl management does not trade extensively for its return.
  • Lazard Emerging Markets Equity Instl Fund (LZEMX) is less volatile than its peers as it has a 3-year Standard Deviation of 31.08, lower than category average of 33.23
  • Lazard Emerging Markets Equity Instl Fund (LZEMX) has a lower management fee than its Diversified Emerging Mkts average: 1.17% vs 1.76%
  • Lazard Emerging Markets Equity Instl Fund (LZEMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Lazard Emerging Markets Equity Instl Fund (LZEMX) What we are cautious about Lazard Emerging Markets Equity Instl Fund (LZEMX)

Data for Lazard Emerging Markets Equity Instl Fund (LZEMX) as of January 31, 2010

See Lazard Emerging Markets Equity Instl Fund (LZEMX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Diversified Emerging Mkts category?

Below are some additional Diversified Emerging Mkts mutual funds generated out of our database

  

Lazard Emerging Markets Equity Instl Fund (LZEMX) Net Asset

Track net asset change of Lazard Emerging Markets Equity Instl fund (LZEMX)

DateNet Asset
01/2010$8.36B
11/2009$7.97B
10/2009$7.47B
More historic net asset information on Lazard Emerging Markets Equity Instl Fund (LZEMX)

  

Lazard Emerging Markets Equity Instl Fund (LZEMX) Portfolio Allocation

Track portfolio allocation change of Lazard Emerging Markets Equity Instl fund (LZEMX)

DateCashStockBondOther
09/20096.49%91.56%0%1.95%
06/200910.06%86.95%0%2.99%
03/20096.83%92.91%0%0.26%
Click here to see more historic asset allocation information on Lazard Emerging Markets Equity Instl Fund (LZEMX)

  

Most Recent Top 10 Holdings in Lazard Emerging Markets Equity Instl Fund (LZEMX)

Discover what Lazard Emerging Markets Equity Instl Fund (LZEMX) manager is buying

30-Sep-09
State Str Instl Invt Tr Treas Mmkt Fd In [4.91%]
Bco Do Brasil Sa [4.25%]
MOBILE TELSYS OJSC [3.07%]
Cia Brasileira De Meios [3%]
Turkiye Is Bankasi [2.91%]
Lukoil Company ADR [2.8%]
Redecard S.A. [2.66%]
SLM CORPORATION [2.46%]
PHILIPPINE LG DS ADR [2.4%]
Shinhan Financial Grp [2.33%]

30-Jun-09
State Str Instl Invt Tr Treas Mmkt Fd In [9.61%]
Oil & Natural Gas Corporation Ltd. [3.56%]
Lukoil Company ADR [3.15%]
Bco Do Brasil Sa [3.06%]
PHILIPPINE LG DS ADR [2.74%]
Redecard S.A. [2.67%]
Turkiye Is Bankasi [2.67%]
MOBILE TELSYS OJSC [2.6%]
Shinhan Financial Grp [2.57%]
PT TELEKOMUNIKASI IN [2.53%]

31-Mar-09
Lukoil Company ADR [4.28%]
PT TELEKOMUNIKASI IN [3.91%]
Turkcell Iletisim Hizmetleri AS [3.53%]
Oil & Natural Gas Corporation Ltd. [3.5%]
PHILIPPINE LG DS ADR [3.41%]
MOBILE TELSYS OJSC [3.15%]
Bco Do Brasil Sa [2.94%]
Redecard S.A. [2.83%]
PT Bank Mandiri (Persero) [2.67%]
Kumba Iron Ore Limited [2.11%]
Click here for Stock Holding Change Map in Lazard Emerging Markets Equity Instl Fund (LZEMX)

  

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