PortfoliosLab logoPortfoliosLab logo

Lazard Mutual Funds List

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
18
Avg. Expense Ratio
0.85%
Avg. 1 Year Return
24.56%
Avg. 5 Year Return
6.72%
Median Risk/Return Score
39 / 100
Lazard Mutual Funds List

17 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Lazard Global Listed Infrastructure Portfolio Open...Global EquitiesDec 31, 20091.22%
7.81%
10.06%
6.07%
26
Lazard Global Listed Infrastructure Portfolio Inst...Global Equities0.97%
7.88%
10.29%
6.26%
27
Lazard International Quality Growth PortfolioForeign Large Cap EquitiesDec 30, 20180.85%
-1.64%
4.42%
2
Lazard Opportunistic Strategies PortfolioTactical AllocationMar 25, 20081.02%
8.19%
7.06%
13.47%
52
Lazard Developing Markets Equity PortfolioEmerging Markets DiversifiedSep 29, 20081.15%
34.39%
10.40%
0.87%
93
Lazard Emerging Markets Equity Advantage PortfolioEmerging Markets DiversifiedMay 28, 20150.91%
30.73%
12.02%
1.46%
92
Lazard International Strategic Equity Portfolio R6Foreign Large Cap EquitiesOct 31, 20050.80%
11.51%
7.43%
25.80%
25
Lazard Emerging Markets Equity PortfolioEmerging Markets DiversifiedJul 14, 19941.06%
25.84%
11.03%
1.63%
95
Lazard Equity Franchise PortfolioLarge Cap Value EquitiesSep 29, 20170.99%
-3.61%
21.66%
1
Lazard US Corporate Income PortfolioHigh Yield BondsJan 2, 19980.70%
1.54%
4.38%
5.13%
87
Lazard International Equity PortfolioForeign Large Cap EquitiesOct 29, 19910.82%
9.76%
8.00%
11.25%
30
Lazard International Small Cap Equity PortfolioForeign Small & Mid Cap EquitiesNov 30, 19931.14%
27.20%
7.73%
1.50%
63
Lazard US Small-Mid Cap Equity Portfolio R6Small Cap Blend EquitiesOct 30, 19910.94%
15.54%
8.86%
4.31%
37
Lazard International Equity Select Portfolio R6Foreign Large Cap EquitiesMay 31, 20010.87%
12.71%
6.79%
2.22%
35
Lazard US Equity Focus PortfolioLarge Cap Blend EquitiesDec 30, 20040.70%
6.06%
12.87%
13.02%
42
Lazard Real Assets PortfolioGlobal AllocationDec 29, 20160.80%
11.49%
7.91%
78
Lazard US Short Duration Fixed Income PortfolioUltrashort BondFeb 28, 20110.40%
0.22%
1.76%
2.96%
50

Rows per page

1–17 of 17

Explore top Lazard Mutual Fund Categories and Asset Classes


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.

0%Annualized Volatility0%Annualized Return

Loading charts...

Best Lazard Mutual funds by Risk/Return Score

The top Lazard Mutual funds by PortfoliosLab Risk/Return Score are LZEMX (95) and LDMIX (93). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Lazard Mutual funds Over 5 Years

The top Lazard Mutual funds is LZEMX (13.15%). Across the lineup, Lazard Mutual funds show an average 1-year return of 24.56% and an average 5-year return of 6.72%, providing a clearer view of performance across different investment horizons.

Lowest-Cost Lazard Mutual funds

The top Lazard Mutual funds is UMNIX (0.40%). With an average expense ratio of 0.85%, Lazard Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield Lazard Mutual funds

The top Lazard Mutual funds is LISIX (25.80%). Across the lineup, Lazard Mutual funds show an average dividend yield of 7.76%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Top Mutual funds Issuers


Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.