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Lazard Opportunistic Strategies Instl (LCAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.41-0.02 (-0.19%)
At close: 05:30PM EST

Lazard Opportunistic Strategies Instl

New York, NY 10112

30 Rockefeller Plaza

Lazard Funds Inc

800-823-6300
Management information
,Lead manager since 30 April 2023
David Alcaly is a Research Analyst specializing in macroeconomic research. David began working in the investment field in 2014. Prior to Lazard, he worked in a variety of industries, most recently as a Regional Director at the Clinton Foundation providing commercial and financial analysis to governments and companies on renewable energy projects. David has an MSc in International Political Economy from the London School of Economics and a BA in History from Princeton University. David is a CFA® charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryTactical Allocation
Fund familyLazard
Net assets35.48M
YTD return0.50%
Yield1.48%
Morningstar rating★★★
Inception date25 Mar 2008

Fund operations

Last dividend0.15
Last cap gain59.00
Holdings turnover134.00%
Average for categoryN/A

Fees and expenses

ExpenseLCAIXCategory average
Annual report expense ratio (net)1.36%1.29%
Prospectus net expense ratio1.36%N/A
Prospectus gross expense ratio1.66%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.22%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A