Lazard Emerging Markets Equity Portfolio (LZEMX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LZEMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LZEMX
LZEMX charges 1.06% annually. There are 74 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | LZEMX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | LZEMX vs FPADX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | LZEMX vs SSKEX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | LZEMX vs FCEEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | LZEMX vs TEQLX |
Best Risk-Adjusted Alternatives to LZEMX
LZEMX has a PortfoliosLab risk / return rank of 93. There is 1 mutual fund in the Emerging Markets Diversified category with a higher risk-adjusted rank, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 94 | — | Jun 1996 | LZEMX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 92 | — | Nov 2021 | LZEMX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 91 | — | Oct 2021 | LZEMX vs GMAQX | |
| Dodge & Cox Emerging Markets Stock Fund | 90 | — | May 2021 | LZEMX vs DODEX | |
| Martin Currie SMA-Shares Series EM Fund | 89 | — | Jan 2018 | LZEMX vs LCSMX |
Top Performing LZEMX Alternatives (YTD)
LZEMX is at 22.81% YTD. There are 31 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 85.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 85.88% | — | Jun 1996 | LZEMX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 58.63% | — | Nov 2021 | LZEMX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 42.32% | — | Jan 2018 | LZEMX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 41.31% | — | Oct 2021 | LZEMX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 35.80% | — | Jan 1994 | LZEMX vs GTDDX |
Lowest Volatility Alternatives to LZEMX
LZEMX has 14.53% 1-year volatility. There are 14 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.56% | — | Oct 2011 | LZEMX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.42% | — | Dec 2016 | LZEMX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.69% | — | Dec 2013 | LZEMX vs VIESX | |
| The Cook & Bynum Fund | 11.79% | — | Jun 2009 | LZEMX vs COBYX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.20% | — | Nov 2013 | LZEMX vs EFEIX |
Lowest Drawdown Alternatives to LZEMX
LZEMX has a 1-year max drawdown of -10.42%. There are 14 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | LZEMX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | LZEMX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | LZEMX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | LZEMX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | LZEMX vs GQGPX |
Other Mutual Funds from Lazard
The 10 most viewed Lazard mutual funds shown here include GLIFX, GLFOX, LISIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lazard Global Listed Infrastructure Portfolio Inst... | Global Equities | 41 | 8.13% | — | — | LZEMX vs GLIFX | |
| Lazard Global Listed Infrastructure Portfolio Open... | Global Equities | 40 | 8.05% | — | Dec 2009 | LZEMX vs GLFOX | |
| Lazard International Strategic Equity Portfolio R6 | Foreign Large Cap Equities | 23 | 10.52% | — | Oct 2005 | LZEMX vs LISIX | |
| Lazard International Quality Growth Portfolio | Foreign Large Cap Equities | 2 | -2.69% | — | Dec 2018 | LZEMX vs ICMPX | |
| Lazard US Equity Focus Portfolio | Large Cap Blend Equities | 45 | 8.10% | — | Dec 2004 | LZEMX vs LZUSX | |
| Lazard US Short Duration Fixed Income Portfolio | Ultrashort Bond | — | — | — | Feb 2011 | LZEMX vs UMNIX | |
| Lazard International Equity Portfolio | Foreign Large Cap Equities | 34 | 8.69% | — | Oct 1991 | LZEMX vs LZIEX | |
| Lazard International Small Cap Equity Portfolio | Foreign Small & Mid Cap Equities | 52 | 22.00% | — | Nov 1993 | LZEMX vs LZISX | |
| Lazard Real Assets Portfolio | Global Allocation | 82 | 11.94% | — | Dec 2016 | LZEMX vs RALIX | |
| Lazard Opportunistic Strategies Portfolio | Tactical Allocation | 39 | 6.02% | — | Mar 2008 | LZEMX vs LCAIX |
Often Compared With LZEMX
Investors most often compare LZEMX with GQGIX, FOSFX, PZVEX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare LZEMX with Any Fund or Stock
Compare LZEMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LZEMX with funds that move differently
Lazard Emerging Markets Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LZEMX.
Explore LZEMX Diversifiers