Lazard International Strategic Equity Portfolio R6

Shareclass

Lazard International Strategic Eq Instl (LISIX)

Type

Open-end mutual fund

Manager

Lazard

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

33.5

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 728 out of 1,094 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. National Grid PLC
1.08% of assets
$27.49M invested
2. Puma SE
1.57% of assets
$39.97M invested
3. UniCredit SpA
2.2% of assets
$56.03M invested
4. WPP PLC
1.11% of assets
$28.3M invested
5. Experian PLC
1.38% of assets
$35.11M invested
6. Merck KGaA
1.81% of assets
$46.1M invested
7. Compagnie de Saint-Gobain SA
0.94% of assets
$24.04M invested
8. Novo Nordisk AS Class B
3.4% of assets
$86.73M invested
9. EDP SA
0.9% of assets
$23.05M invested
10. London Stock Exchange Group PLC
2.21% of assets
$56.34M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Kobe Bussan Co Ltd
0.82% of assets
$21.02M invested
2. Keyence Corp
1.49% of assets
$37.92M invested
3. BayCurrent Inc
1.29% of assets
$32.86M invested
4. Suzuki Motor Corp
1.02% of assets
$26.12M invested
5. ULVAC Inc
0.86% of assets
$21.88M invested
6. OBIC Business Consultants Co Ltd
1.16% of assets
$29.63M invested
7. Shimadzu Corp
1.15% of assets
$29.44M invested
8. Canadian Pacific Kansas City Ltd
1.67% of assets
$42.49M invested
9. Techtronic Industries Co Ltd
1.41% of assets
$36.01M invested
10. Nippon Sanso Holdings Corp
0.83% of assets
$21.31M invested

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Financial performance

Performance data provided by

Find more financial data on LISIX at Morningstar.com

Gender Equality and Returns

Returns chart for Lazard International Strategic Equity Portfolio R6

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

LISIX

Lazard International Strategic Equity Portfolio R6

Family

Lazard

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.04% less in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

LISIX

Lazard International Strategic Equity Portfolio R6

Family

Lazard

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.04% less in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

LISIX

Lazard International Strategic Equity Portfolio R6

Family

Lazard

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.04% less in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
LISIX - Lazard International Strategic Equity Portfolio R6

-1.94%

3.29%

9.19%

3.89%

54 / 100 points

Benchmark

6.75%

4.94%

11%

4.92%

57 / 100 points

Fund compared to benchmark

-8.69%

-1.65%

-1.75%

-1.04%

3 / 100 points lower

Find more financial data on LISIX at Morningstar.com

What's next?

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