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LRIIX Lazard US Realty Income Instl

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Fund LRIIX Lazard US Realty Income Instl RREFX REMS Real Estate Income 50/50 Platform  
100% 87%
Annual Fees
(0.98% Exp. Ratio)
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$38,278.06 $38,627.51
Est. savings over 30 yrs +$349.44
As of 12/31/16
1 YR RETURN 8.01%
3 YR 5.91%
5 YR 8.45%
10 YR --
1 YR RETURN 9.34%
3 YR 11.20%
5 YR 10.58%
10 YR 4.87%
The investment seeks primarily current income, with long-term capital appreciation as a secondary objective. Under normal circumstances, the Portfolio invests at least 80% of its assets in dividend-paying common and preferred stocks, convertible securities and fixed income securities of U.S. Realty Companies, as well as certain synthetic instruments related to U.S. Realty Companies. Such synthetic instruments are investments that have economic characteristics similar to the Portfolio's direct investments in U.S. Realty Companies and may include warrants, rights, options and shares of ETFs.
The investment seeks to achieve a primary objective of high current income with a secondary objective of long-term capital growth. The fund will pursue its income strategy though a portfolio of 50% preferred securities and 50% common equities, rebalanced periodically to offset changes in market valuations. It invests at least 80% of its assets, plus the amount of any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry. The fund is non-diversified.

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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.

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