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Lazard US Realty Equity Open

LREOX
19.29
-0.16
-0.82%
4/29/2016
5 Years
  • Previous Close

    19.45

  • Net Assets

    66.85M

  • Yield

    1.57%

  • Front load

    None

  • Expenses

    1.32%

  • Category

    Real Estate

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Lazard

Fund Style

Open

Fund Manager

Jay Leupp

Investment Style

Medium Growth

The investment seeks primarily long-term capital appreciation, with current income, including interest and dividends from portfolio securities, as a secondary objective. The fund invests at least 80% of its assets in equity securities (including common, convertible and preferred stocks) of U.S. Realty Companies, as well as certain synthetic instruments related to U.S. Realty Companies. It may invest in issuers of any market capitalization and securities of any maturity. The fund also may invest up to 20% of its assets in equity and fixed income securities and instruments of companies or entities. It is non-diversified.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 2,500
Initial Purchase: AIP 2,500

Inception

12/31/2008

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