Lazard Global Small Cap Equity PortfolioLZSMX

MUTUAL FUNDLazard
Type
Mutual fund
Peer group
Global equity
Net assets
$13.4M
Expense ratio
1.28%
1-year return
+36.3%
3 years, a year
+12.4%
5 years, a year
+3.9%
Holdings
78

What it aims to do.

The Portfolio seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
FWRG First Watch Restaurant Group Inc2.67%
JOBY Bullish2.17%
JOBY Lottomatica Group Spa2.11%
JOBY Maruwa Co Ltd/Aichi2.08%
JOBY Nichias Corp2.07%
JOBY Ebara Corp2.03%
JOBY Organo Corp2.01%
JOBY Norbit Asa1.92%
JOBY Arca Continental SAB de CV1.88%
RH Rh1.82%

More on LZSMX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.