Lazard International Small Cap Equity Portfolio Open Shares (LZSMX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.15: the stock has moved about 15% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerLazard International Small Cap Equity Portfolio Open Shares (LZSMX) trades at $12.71. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for LZSMX: LZSMX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Lazard International Small Cap Equity Portfolio Open Shares (LZSMX) Financial Services Profile
Lazard International Small Cap Equity Portfolio Open Shares (LZSMX) focuses on undervalued small-cap equities in non-U.S. markets, targeting companies with strong earnings, cash flow, or asset values within the MSCI EAFE Small Cap Index range, offering investors exposure to international small-cap opportunities.
What Is the Investment Thesis for LZSMX?
Lazard International Small Cap Equity Portfolio Open Shares (LZSMX) presents a notable opportunity for investors seeking exposure to undervalued international small-cap equities. The fund's focus on companies with strong earnings, cash flow, or asset values provides a foundation for long-term capital appreciation. With a beta of 1.15, LZSMX exhibits slightly higher volatility compared to the market. The fund's investment strategy aligns with the potential for growth in international small-cap markets, driven by factors such as emerging market growth and increasing global trade. However, investors should be aware of potential risks, including currency fluctuations and geopolitical instability, which could impact the fund's performance. The fund's success depends on the Investment Manager's ability to identify and select undervalued companies with sustainable growth prospects.
Based on FMP financials and quantitative analysis
LZSMX Key Highlights
LZSMX focuses on non-U.S. small-cap companies with market capitalizations between $300 million and $5 billion.
- The fund's investment strategy is based on identifying undervalued companies based on earnings, cash flow, or asset values.
- LZSMX aims to achieve long-term capital appreciation through investments in international small-cap equities.
- The fund's beta of 1.15 indicates slightly higher volatility compared to the market.
- LZSMX does not offer a dividend yield, focusing instead on capital appreciation.
Who Are LZSMX's Competitors?
LZSMX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| ABLOX Alger Balanced Portfolio Class I-2 | $25.03 | +0.68% | $71.6M | — |
| EXEYX Manning & Napier Fd, Inc. Equity Series Class S | $14.68 | +0.69% | $54.4M | — |
| FNMTX Nuveen Flagship New Mexico Muni Bd Fd Cl A | $9.02 | -0.11% | $67.4M | — |
| FOBAX Tributary Balanced Fd Instl | $20.79 | +0.39% | $80.9M | — |
| IMAY Intl Developed Power Buffer ETF | $31.89 | +0.60% | $55.0M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are LZSMX's Key Strengths?
Experienced investment management team.
- Focus on undervalued small-cap companies.
- Access to global research resources.
- Established brand reputation of Lazard.
What Are LZSMX's Weaknesses?
Dependence on the performance of international small-cap markets.
- Vulnerability to currency fluctuations.
- Potential for higher volatility compared to broader market indices.
- Limited dividend yield.
What Are the Key Risks for LZSMX?
Currency fluctuations impacting fund performance.
- Economic downturns in international markets.
- Geopolitical instability.
- Increased competition from other asset managers.
What Are LZSMX's Competitive Advantages?
- Established brand and reputation of Lazard Asset Management.
- Experienced investment team with expertise in international small-cap equities.
- Disciplined investment process focused on fundamental analysis.
- Access to Lazard's global research resources.
What Does LZSMX Do?
Lazard International Small Cap Equity Portfolio Open Shares (LZSMX) is a fund managed by Lazard Asset Management, focusing on equity securities of relatively small non-U.S. companies. The fund's investment strategy centers on identifying companies that the Investment Manager believes are undervalued based on their earnings, cash flow, or asset values. LZSMX was created to provide investors access to international small-cap equities that may be overlooked by larger investment firms. The fund primarily invests in common stocks of companies with market capitalizations between $300 million and $5 billion at the time of initial purchase, or within the range of companies included in the MSCI EAFE Small Cap Index. This focus allows the fund to target companies with significant growth potential that may not be captured by broader market indices. The fund's investment approach involves fundamental analysis to identify companies with strong financial metrics and attractive valuations. LZSMX aims to achieve long-term capital appreciation by investing in a diversified portfolio of international small-cap equities. The fund's performance is benchmarked against the MSCI EAFE Small Cap Index, providing investors with a clear measure of its relative performance. The fund is available to investors seeking exposure to international small-cap equities as part of a diversified investment portfolio.
What Products and Services Does LZSMX Offer?
- Invests in equity securities of small non-U.S. companies.
- Focuses on companies with market capitalizations between $300 million and $5 billion.
- Targets companies undervalued based on earnings, cash flow, or asset values.
- Aims for long-term capital appreciation.
- Operates within the MSCI EAFE Small Cap Index range.
- Conducts fundamental analysis to identify investment opportunities.
- Manages a diversified portfolio of international small-cap equities.
How Does LZSMX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Focuses on identifying and investing in undervalued small-cap companies.
- Utilizes a fundamental analysis approach to select investments.
- Benchmarks performance against the MSCI EAFE Small Cap Index.
What Industry Does LZSMX Operate In?
The asset management industry is characterized by intense competition and evolving market dynamics. Funds like LZSMX operate within a landscape where investors seek specialized strategies to enhance portfolio diversification and returns. The demand for international small-cap exposure is driven by the potential for higher growth in emerging markets and the diversification benefits of investing outside the U.S. LZSMX competes with other asset managers offering similar international small-cap strategies, requiring it to differentiate itself through investment selection and performance. The industry is also subject to regulatory changes and market volatility, which can impact fund performance and investor sentiment.
Who Are LZSMX's Key Customers?
- Individual investors seeking international small-cap exposure.
- Institutional investors looking for diversification.
- Financial advisors seeking investment options for their clients.
- Retirement plans and endowments.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved +1.9%.
LZSMX Financials
Bull Case vs Bear Case
Bull Case
- Experienced investment management team.
- Focus on undervalued small-cap companies.
- Access to global research resources.
- Established brand reputation of Lazard.
Bear Case
- Dependence on the performance of international small-cap markets.
- Vulnerability to currency fluctuations.
- Potential for higher volatility compared to broader market indices.
- Limited dividend yield.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
LZSMX Latest News
No recent news available for LZSMX.
LZSMX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for LZSMX.
Price Targets
Wall Street price target analysis for LZSMX.
LZSMX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for LZSMX; grades run from A+ (80-100) to F (below 30).
LZSMX Financials Stock FAQ
What do analysts say about LZSMX stock?
As of March 17, 2026, there is no specific analyst coverage available for LZSMX as it is a mutual fund, not a publicly traded stock.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.
- Investment decisions should be based on individual circumstances and risk tolerance.