LCNIX : Lazard International Equity Concentrated Portfolio Institutional Shares

LCNIX is a International Stocks Market Large Blend with MODERATE fees.

LCNIX

Lazard International Equity Concentrated Portfolio Institutional Shares

FI Score

31 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

31% FI Score
  • lcnix
  • Mutual Fund
  • International Stocks
  • Large Blend

Lazard International Equity Concentrated Portfolio Institutional Shares

Expenses: 0.95% (Better than 1% of similar funds)

This is a bad choice for a Large Blend International Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities, principally common stocks, of non-U.S. companies. It has a concentrated portfolio of investments, typically investing in 20 to 30 securities of non-U.S. companies. The fund invests at least 80% of its assets in equity securities. In choosing stocks for the fund, the Investment Manager generally looks for established companies in economically developed countries that the Investment Manager believes are undervalued based on their earnings, cash flow or asset values. It is non-diversified.

Largest Holdings

Amount Holding
6.77% Vonovia SE
6.50% Arca Continental SAB de CV
6.11% Sanofi SA
5.81% Hitachi Ltd
5.75% SAP SE
5.10% Ping An Insurance (Group) Co. of China Ltd Class H
5.06% Safran SA
4.52% Beiersdorf AG
4.33% Volkswagen AG Participating Preferred
4.01% Tencent Holdings Ltd
3.74% Prudential PLC
3.66% Engie SA
3.62% Compass Group PLC
3.25% ABB Ltd
3.18% Samsung Electronics Co Ltd
3.16% Novartis AG
2.87% Suncor Energy Inc
2.81% Aon PLC
2.73% Reliance Industries Ltd ADR
2.65% Digital Garage Inc
2.59% Medtronic PLC
2.36% ArcelorMittal SA ADR
2.31% Samsonite International SA
2.03% Mowi ASA
1.77% Ryanair Holdings PLC ADR

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