Lazard Emerging Markets Equity Fund Details and Insights

The Lazard Emerging Markets Equity Fund is a great option for investors looking to diversify their portfolios with international stocks. It invests in a diversified portfolio of emerging markets equities.

Lazard Asset Management, the fund's manager, has a long history of successful investment in emerging markets, dating back to the 1990s. The fund's team of experienced investment professionals has a deep understanding of the complex and rapidly changing emerging markets landscape.

Investors in the Lazard Emerging Markets Equity Fund can expect a high level of risk, as emerging markets are generally considered more volatile than developed markets.

A fresh viewpoint: Emerging Market Equity Fund

The Lazard Emerging Markets Equity Portfolio has its roots in 1994, when it was first established on July 15th. This fund has been around for a while, giving it a solid foundation to build on.

The fund's legal name is Lazard Emerging Markets Equity Portfolio, and it's part of the Lazard fund family. You can find this information in the fund details section.

Here are the key facts about the fund's details:

The fund is managed by John Reinsberg, who brings his expertise to the table.

The Fund invests primarily in equity securities, including common stocks, of non-US companies located in emerging market countries that the Investment Manager believes are undervalued.

The Investment Manager focuses on countries represented by the MSCI Emerging Markets Index, which currently includes 24 countries.

Under normal circumstances, the Fund invests at least 80% of its assets in equity securities of companies with principal business activities in emerging market countries.

The Fund may also invest in American Depositary Receipts, Global Depositary Receipts, and European Depositary Receipts in addition to common stocks.

The Investment Manager's strategy may result in investing a significant portion of the Fund's assets in a particular market sector during certain periods.

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James Donald is a Portfolio Manager/Analyst on the Emerging Markets Equity team and Head of the Emerging Markets Group. He has a long history in the investment field, dating back to 1983.

James has been instrumental in developing and coordinating the emerging markets activities at Lazard since joining the company in 1996. He was previously a Portfolio Manager with Mercury Asset Management.

James holds a BA (Hons) in history from the University of Western Ontario.

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The fund's performance is a key metric to consider when evaluating its effectiveness.

The fund's 1-year return is 14.5%, significantly outperforming its category return high of 32.7%. The fund's 10-year annualized return is 3.9%, ranking 40.40% in its category.

Here are the fund's returns over various time periods, along with its ranking in its category:

Past performance is not a guide to future returns, but it can provide valuable insights into the fund's historical performance.

Total Return Ranking is a key metric that helps investors understand how their fund is performing relative to its peers. It's calculated by comparing the fund's returns to those of other funds in the same category.

In the calendar year performance data, we can see that the fund's return was 42.94% in 2016, ranking it in the top tier among its peers. This is a significant achievement, considering the benchmark return was only 33.12% for the same period.

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The fund's performance can also be evaluated using the rolling 12-month data. In 2021, the fund's return was 26.74%, outpacing the benchmark's return of 13.70% for the same period. This indicates that the fund was a top performer during that time.

Here's a summary of the fund's total return ranking for the calendar year data:

Note that the fund's performance can vary significantly from year to year, and it's essential to consider the fund's performance over multiple time periods to get a more comprehensive understanding of its strengths and weaknesses.

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The Net Income Ratio is a key metric that helps investors understand a company's profitability. LZEMX's Net Income Ratio is 2.93%, which is lower than the category high of 17.62%.

This ratio indicates how much of the company's net income is generated from its equity. LZEMX's Net Income Ratio is significantly lower than the category low of -1.98%, but still ranks 6.77% in its category.

Here's a comparison of LZEMX's Net Income Ratio with its category averages:

LZEMX's Net Income Ratio is a crucial factor to consider when evaluating its performance.