Lazard Mutual Funds List

Documentation

Here you can find all mutual funds issued by Lazard and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds: 20
Avg. Expense Ratio: 0.91%
Avg. 1 Year Return: 21.18%
Avg. 5 Year Return: 7.35%
Median Risk/Return Score: 51 / 100

19 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
GLFOX	Lazard Global Listed Infrastructure Portfolio Open...	Infrastructure Equities, Global Equities	Dec 31, 2009	1.22%	7.60%	9.70%	7.09%	40
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Infrastructure Equities, Global Equities	—	0.97%	7.74%	9.92%	7.29%	43
ICMPX	Lazard International Quality Growth Portfolio	Quality Factor, Foreign Large Cap Equities	Dec 30, 2018	0.85%	0.59%	—	4.32%	6
LCAIX	Lazard Opportunistic Strategies Portfolio	Tactical Allocation	Mar 25, 2008	1.02%	5.33%	6.45%	13.84%	38
LDMIX	Lazard Developing Markets Equity Portfolio	Emerging Markets Equities	Sep 29, 2008	1.15%	20.50%	8.49%	0.97%	72
LEAIX	Lazard Emerging Markets Equity Advantage Portfolio	Emerging Markets Equities	May 28, 2015	0.91%	17.83%	10.02%	1.62%	63
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	Convertible Bonds	Dec 31, 2014	1.50%	4.97%	5.04%	0.64%	75
LISIX	Lazard International Strategic Equity Portfolio R6	Foreign Large Cap Equities	Oct 31, 2005	0.80%	10.98%	7.49%	25.92%	33
LZEMX	Lazard Emerging Markets Equity Portfolio	Emerging Markets Equities	Jul 14, 1994	1.06%	24.10%	9.84%	1.65%	94
LZFIX	Lazard Equity Franchise Portfolio	Large Cap Value Equities	Sep 29, 2017	0.99%	5.14%	—	19.85%	3
LZHYX	Lazard US Corporate Income Portfolio	High Yield Bonds	Jan 2, 1998	0.70%	1.17%	4.10%	4.75%	85
LZIEX	Lazard International Equity Portfolio	Foreign Large Cap Equities	Oct 29, 1991	0.82%	11.20%	8.30%	11.11%	54
LZISX	Lazard International Small Cap Equity Portfolio	Foreign Small & Mid Cap Equities	Nov 30, 1993	1.14%	18.32%	7.17%	1.62%	47
LZSCX	Lazard US Small-Mid Cap Equity Portfolio R6	Small Cap Blend Equities	Oct 30, 1991	0.94%	16.31%	8.67%	4.28%	41
LZSIX	Lazard International Equity Select Portfolio R6	Foreign Large Cap Equities	May 31, 2001	0.87%	13.81%	6.76%	2.20%	60
LZUSX	Lazard US Equity Focus Portfolio	Large Cap Blend Equities	Dec 30, 2004	0.70%	8.70%	12.76%	12.71%	51
RALIX	Lazard Real Assets Portfolio	Global Allocation	Dec 29, 2016	0.80%	13.88%	—	8.43%	90
RLEMX	Lazard Emerging Markets Equity Portfolio Class R6	Emerging Markets Equities	—	1.38%	24.08%	9.84%	1.65%	94
UMNIX	Lazard US Short Duration Fixed Income Portfolio	Ultrashort Bond	Feb 28, 2011	0.40%	—	—	2.35%	—

Explore top Lazard Mutual Fund Categories and Asset Classes

Lazard Equity Mutual funds Lazard Bond Mutual funds Lazard Multi-Asset Mutual funds Lazard Emerging Markets Equities Mutual funds Lazard Foreign Large Cap Equities Mutual funds Lazard Global Equities Mutual funds Lazard Infrastructure Equities Mutual funds Lazard Convertible Bonds Mutual funds

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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Time Period

Best Lazard Mutual funds by Risk/Return Score

The top Lazard Mutual funds by PortfoliosLab Risk/Return Score are LZEMX (94) and RLEMX (94). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
LZEMX	Lazard Emerging Markets Equity Portfolio	94	—	Jul 1994
RLEMX	Lazard Emerging Markets Equity Portfolio Class R6	94	—	—
RALIX	Lazard Real Assets Portfolio	90	—	Dec 2016
LZHYX	Lazard US Corporate Income Portfolio	85	—	Jan 1998
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	75	—	Dec 2014

Best-Performing Lazard Mutual funds Over 5 Years

The top Lazard Mutual funds is RLEMX (14.34%). Across the lineup, Lazard Mutual funds show an average 1-year return of 21.18% and an average 5-year return of 7.35%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
RLEMX	Lazard Emerging Markets Equity Portfolio Class R6	14.34%	—	—
LZEMX	Lazard Emerging Markets Equity Portfolio	14.33%	—	Jul 1994
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	10.83%	—	—
GLFOX	Lazard Global Listed Infrastructure Portfolio Open...	10.55%	—	Dec 2009
LZIEX	Lazard International Equity Portfolio	9.24%	—	Oct 1991

Lowest-Cost Lazard Mutual funds

The top Lazard Mutual funds is UMNIX (0.40%). With an average expense ratio of 0.91%, Lazard Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
UMNIX	Lazard US Short Duration Fixed Income Portfolio	0.40%	—	Feb 2011
LZUSX	Lazard US Equity Focus Portfolio	0.70%	—	Dec 2004
LZHYX	Lazard US Corporate Income Portfolio	0.70%	—	Jan 1998
RALIX	Lazard Real Assets Portfolio	0.80%	—	Dec 2016
LISIX	Lazard International Strategic Equity Portfolio R6	0.80%	—	Oct 2005

Highest-Yield Lazard Mutual funds

The top Lazard Mutual funds is LISIX (25.92%). Across the lineup, Lazard Mutual funds show an average dividend yield of 7.11%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
LISIX	Lazard International Strategic Equity Portfolio R6	25.92%	—	Oct 2005
LZFIX	Lazard Equity Franchise Portfolio	19.85%	—	Sep 2017
LCAIX	Lazard Opportunistic Strategies Portfolio	13.84%	—	Mar 2008
LZUSX	Lazard US Equity Focus Portfolio	12.71%	—	Dec 2004
LZIEX	Lazard International Equity Portfolio	11.11%	—	Oct 1991

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