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LCAIX Lazard Capital Allocator Oppc Str Instl

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Fund LCAIX Lazard Capital Allocator Oppc Str Instl
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Similarity
?
100%
Annual Fees
?
$147.46
(1.43% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.12% annual return
$16,326.58
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 2.06%
3 YR 2.13%
5 YR 4.99%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund utilizes an asset allocation strategy to invest in a global portfolio of uncorrelated assets that can include exposure, through underlying vehicles, to stocks, bonds, commodities and other investments. It invests primarily in exchange-traded open-end management investment companies and similar products, which generally pursue a passive index-based strategy as well as actively managed closed-end management investment companies ("closed-end funds") and exchange-traded notes ("ETNs" and collectively with ETFs and closed-end funds, "underlying funds").

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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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Similarity

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

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