Back to top
more

Lazard Opportunistic Strategies Portfolio Institutional Shares: (MF: LCAIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:47 PM ET

$10.08 USD

+0.01 (0.10%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.25 65
3 months 3.59 67
6 months 8.89 46
1 Year 14.50 60
3 Year 13.30 51
5 Year 6.75 54
10 Year 7.29 63

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 245.32

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.04
5 Year 6.28
10 Year 6.36
Since Inception 4.93

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.68 7.10 5.47 1.65
2024 6.35 1.02 4.54 -0.06
2023 2.33 1.76 -3.67 9.89
2022 -5.67 -10.37 -3.63 4.38
2021 3.78 4.09 -0.87 5.51

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.2514.0412.2510.24-14.9512.999.4515.19-12.6417.755.35
% Total Return Rel to Index 0.81-4.17-12.76-16.003.24-15.68-8.94-16.29-8.24-4.04-6.58
% Total Return Rel to Peer 0.02-0.462.34-2.91-1.981.49-1.22-2.00-6.144.28-0.91
% Perf Quintile vs Peer* 3.003.000.004.003.003.004.004.005.002.004.00
% Dividends 0.000.150.160.150.090.030.050.110.040.130.16
% Yield 0.001.271.381.270.980.310.451.130.461.181.59
Capital Gains ($) 0.001.330.940.150.240.460.170.080.490.680.00
Expense Ratio 0.001.021.021.021.031.111.041.221.021.051.02

* 1 = Top 20%, 5 = Bottom 20%