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
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lazard US Corporate Income Portfolio | High Yield Bonds | Jan 2, 1998 | 0.70% | 1.54% | 4.38% | 5.13% | 87 | ||||||||
| Lazard US Short Duration Fixed Income Portfolio | Ultrashort Bond | Feb 28, 2011 | 0.40% | 0.22% | 1.76% | 2.96% | 50 |
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.
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5 Years
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.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 95 | — | Jul 1994 | |
| Lazard Developing Markets Equity Portfolio | 93 | — | Sep 2008 | |
| Lazard Emerging Markets Equity Advantage Portfolio | 92 | — | May 2015 | |
| Lazard US Corporate Income Portfolio | 87 | — | Jan 1998 | |
| Lazard Real Assets Portfolio | 78 | — | Dec 2016 |
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.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 13.15% | — | Jul 1994 | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 11.39% | — | — | |
| Lazard Global Listed Infrastructure Portfolio Open... | 11.11% | — | Dec 2009 | |
| Lazard Emerging Markets Equity Advantage Portfolio | 9.52% | — | May 2015 | |
| Lazard US Equity Focus Portfolio | 9.06% | — | Dec 2004 |
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.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Lazard US Short Duration Fixed Income Portfolio | 0.40% | — | Feb 2011 | |
| Lazard US Equity Focus Portfolio | 0.70% | — | Dec 2004 | |
| Lazard US Corporate Income Portfolio | 0.70% | — | Jan 1998 | |
| Lazard International Strategic Equity Portfolio R6 | 0.80% | — | Oct 2005 | |
| Lazard Real Assets Portfolio | 0.80% | — | Dec 2016 |
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.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Lazard International Strategic Equity Portfolio R6 | 25.80% | — | Oct 2005 | |
| Lazard Equity Franchise Portfolio | 21.66% | — | Sep 2017 | |
| Lazard Opportunistic Strategies Portfolio | 13.47% | — | Mar 2008 | |
| Lazard US Equity Focus Portfolio | 13.02% | — | Dec 2004 | |
| Lazard International Equity Portfolio | 11.25% | — | Oct 1991 |
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