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Lazard Equity Franchise Portfolio Institutional Shares: (MF: LZFIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:48 PM ET

$6.66 USD

+0.01 (0.15%)

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

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -0.55 84
3 months 1.36 81
6 months -9.43 96
1 Year -2.81 97
3 Year 3.47 99
5 Year 6.40 71
10 Year NA NA

* 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) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 4.06
5 Year 6.86
10 Year NA
Since Inception 6.63

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 6.96 8.75 -4.27 -6.54
2024 1.11 -5.50 13.01 -10.34
2023 8.05 5.10 -4.85 9.89
2022 4.91 -11.58 -9.75 13.33
2021 8.16 8.09 -1.32 6.44

Annual Return

202620252024202320222021202020192018
% Total Return -0.554.06-3.1818.75-5.1122.791.1921.69-5.10
% Total Return Rel to Index -4.06-17.28-22.41-5.6613.974.63-12.88-3.505.32
% Total Return Rel to Peer -4.74-14.41-15.560.1114.446.59-15.47-3.044.92
% Perf Quintile vs Peer* 5.005.000.003.001.001.005.005.001.00
% Dividends 0.000.510.220.240.100.150.060.010.04
% Yield 0.005.972.284.490.951.190.630.140.41
Capital Gains ($) 0.000.991.020.621.071.530.050.570.94
Expense Ratio 0.000.960.940.950.950.950.950.000.00

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