Lazard International Quality Growth Portfolio Open Shares

Frequently Asked Questions About OCMPX

What does OCMPX invest in?

The Lazard International Quality Growth Portfolio primarily directs its capital towards international equities, encompassing a significant portion of companies based in developing economies. The fund's manager aims to achieve its investment goals by identifying and selecting fundamentally strong businesses with promising growth potential. Furthermore, the portfolio maintains the flexibility to invest in companies across the full range of market capitalizations, from smaller firms to large-cap enterprises.

What is the expense ratio of OCMPX?

Lazard International Quality Growth Portfolio Open Shares (OCMPX) charges an expense ratio of 1.10%. This is the annual fee deducted from fund assets to cover management and operations.

How big is OCMPX?

Lazard International Quality Growth Portfolio Open Shares (OCMPX) manages $395.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is OCMPX actively managed or an index fund?

OCMPX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (OCMPX's is 1.10%) in exchange for the discretion to over- or under-weight positions.

When was OCMPX launched?

Lazard International Quality Growth Portfolio Open Shares (OCMPX) launched in January 2019 and is managed by Lazard.

How has OCMPX performed?

OCMPX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.