Lazard Global Small Cap Equity Portfolio;Open

Frequently Asked Questions About LZSMX

What are the top holdings of LZSMX?

A machine-readable holdings disclosure for Lazard Global Small Cap Equity Portfolio;Open (LZSMX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does LZSMX invest in?

Lazard Global Small Cap Equity Portfolio;Open (LZSMX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is LZSMX most exposed to?

LZSMX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is LZSMX a US-only fund?

The country allocation card on this page shows LZSMX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does LZSMX invest in?

The fund predominantly invests in the common stock of relatively small, non-U.S. companies. The Investment Manager identifies these businesses as undervalued by analyzing their earnings, cash flow, or underlying asset values. For the purpose of this portfolio, a "small non-U.S. company" is defined as one whose market capitalization, at the time of its initial acquisition, is between $300 million and $5 billion, or falls within the typical range of companies comprising the MSCI EAFE Small Cap Index.