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LZSMX Lazard International Small Cap Eq Open

2 lower fee alternatives found

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Fund LZSMX Lazard International Small Cap Eq Open FSCOX Fidelity® International Small Cap Opp PRIDX T. Rowe Price International Discovery  
100% 92% 89%
Annual Fees
(1.38% Exp. Ratio)
(1.17% Exp. Ratio)
(1.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.48% annual return
$32,685.12 $34,838.86 $34,522.99
Est. savings over 30 yrs +$2,153.74 +$1,837.88
As of 12/31/16
1 YR RETURN -5.01%
3 YR 0.31%
5 YR 9.78%
10 YR 1.07%
1 YR RETURN -1.08%
3 YR 2.48%
5 YR 10.67%
10 YR 1.48%
1 YR RETURN 0.95%
3 YR 3.37%
5 YR 11.60%
10 YR 4.99%
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities, principally common stocks, of relatively small non-U.S. companies that the Investment Manager believes are undervalued based on their earnings, cash flow or asset values. The Investment Manager considers "small non-U.S. companies" to be those non-U.S. companies with market capitalizations, at the time of initial purchase by the Portfolio, below $5 billion or in the range of companies included in the MSCI EAFE Small Cap Index.
The investment seeks capital appreciation. The fund invests primarily in non-U.S. securities, including securities of issuers located in emerging markets. The fund invests at least 80% of assets in securities of companies with small market capitalizations (which, for purposes of this fund, are those companies with market capitalizations of $5 billion or less). It invests primarily in common stocks. The fund allocates investments across different countries and regions. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
The investment seeks long-term growth of capital through investments primarily in the common stocks of rapidly growing, small- to medium-sized companies outside the U.S. The managers expect to invest substantially all of its assets outside the U.S. and to diversify broadly among developed and emerging countries throughout the world. Normally, at least 80% of the fund's net assets (including any borrowings for investment purposes) will be invested in stocks.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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