Lazard U.S. Small Cap Equity Growth Open
30 Rockefeller Plaza United States
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Phone: 800-986-3455
| Category: | Small Growth | | Fund Family: | Lazard | | Net Assets: | 270.00K | | Year-to-Date Return: | -21.38% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Feb-06 |
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James P. Tatera
Lead Manager since
28-Feb-06 | | | Tatera is a portfolio manager on the U.S. Equity Growth and the senior portfolio manager for U.S. Small Cap Equity Growth. He began working in the investment industry in 1980. Prior to joining Lazard in 2005, Jim was a managing partner and chief investment officer of Knelman Asset Management Group LLC, and a senior vice president and chief equity officer with Advantus Capital Management. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in equity securities, principally common stocks, of small-cap U.S. companies. It normally invests at least 80% of assets in equity securities of small-cap companies. The fund may invest up to 20% of assets in equity securities of larger U.S. companies. It also may invest up to 15% of assets in non-U.S. equity securities, including American and Global Depositary Receipts. |
| Last Dividend
| N/A | | Last Cap Gain
(26-Dec-07):
| 0.12 | | Annual Holdings Turnover
| 70.00% | | Average for Category:
| 113.59% |
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| Expense | LGSOX | Category
Avg | | Total Expense Ratio: | 1.55%
| 1.59% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.65% | | 3 Yr Expense Projection*: |
$1,839 | $692 | | 5 Yr Expense Projection*: |
$3,407 | $1,095 | | 10 Yr Expense Projection*: |
$6,884 | $2,169 |
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0.29% Nasdaq 
0.14%
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