Lazard International Small Cap Equity Portfolio Open Shares (LZSMX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Lazard International Small Cap Equity Portfolio Open Shares (LZSMX) trades at $12.94 with AI Score 47/100 (Grade C). Lazard International Small Cap Equity Portfolio Open Shares (LZSMX) invests in undervalued small-cap companies outside the… Market cap: $73.4M, Sector: Financial services.
Price as of Aug 21, 2026 · 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. In the absence of analyst consensus, our AI model evaluates LZSMX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
LZSMX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
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 | AI Score |
|---|---|---|---|---|
| ABLOX Alger Balanced Portfolio Class I-2 | $24.98 | -0.79% | $71.4M | — |
| EXEYX Manning & Napier Fd, Inc. Equity Series Class S | $14.89 | -0.67% | $55.2M | — |
| FNMTX Nuveen Flagship New Mexico Muni Bd Fd Cl A | $9.54 | -0.10% | $71.3M | — |
| FOBAX Tributary Balanced Fd Instl | $21.15 | -0.42% | $82.3M | — |
| IMAY Intl Developed Power Buffer ETF | $32.52 | +0.03% | $56.1M | 49 |
| EEA The European Equity Fund, Inc. | $11.15 | -0.59% | $74.7M | 67 |
| HNNA Hennessy Advisors, Inc. | $9.89 | -1.30% | $78.2M | 81 |
| ETHT ProShares - Ultra Ether ETF | $12.57 | +19.94% | $92.2M | 68 |
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 Could Drive LZSMX Stock Higher?
Potential for increased investor interest in international small-cap equities.
- Growth in emerging market economies.
- Increased demand for sustainable investments.
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 the Growth Opportunities for LZSMX?
- Expansion into Emerging Markets: LZSMX can capitalize on the growth potential of emerging markets by increasing its exposure to small-cap companies in these regions. The growth of emerging market economies, driven by factors such as increasing consumer spending and infrastructure development, presents opportunities for LZSMX to identify undervalued companies with high growth potential. This expansion could increase the fund's assets under management and improve its overall performance. The timeline for this growth opportunity is ongoing, as emerging markets continue to develop and offer new investment opportunities.
- Increased Focus on Sustainable Investing: LZSMX can attract socially responsible investors by incorporating environmental, social, and governance (ESG) factors into its investment selection process. The growing demand for sustainable investments presents an opportunity for LZSMX to differentiate itself from competitors and attract a new segment of investors. By focusing on companies with strong ESG practices, LZSMX can potentially improve its long-term performance and reduce its exposure to risks associated with unsustainable business practices. The timeline for this growth opportunity is ongoing, as sustainable investing becomes increasingly mainstream.
- Development of New Investment Products: LZSMX can expand its product offerings by developing new investment products that cater to specific investor needs and preferences. This could include the launch of new funds focused on specific sectors or regions within the international small-cap market. By diversifying its product offerings, LZSMX can attract a wider range of investors and increase its assets under management. The timeline for this growth opportunity is medium-term, as the development and launch of new investment products typically require significant time and resources.
- Strategic Partnerships and Acquisitions: LZSMX can pursue strategic partnerships and acquisitions to expand its market reach and enhance its investment capabilities. This could involve partnering with other asset managers or acquiring smaller firms with specialized expertise in specific areas of the international small-cap market. By leveraging the resources and expertise of other firms, LZSMX can accelerate its growth and improve its overall performance. The timeline for this growth opportunity is medium-term, as strategic partnerships and acquisitions can take time to negotiate and implement.
- Enhanced Marketing and Distribution Efforts: LZSMX can improve its visibility and attract new investors by enhancing its marketing and distribution efforts. This could involve increasing its presence at industry conferences, developing new marketing materials, and expanding its distribution network. By effectively communicating its investment strategy and performance to potential investors, LZSMX can increase its assets under management and improve its overall performance. The timeline for this growth opportunity is short-term, as marketing and distribution efforts can be implemented relatively quickly.
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.
How Lazard International Small Cap Equity Portfolio Open Shares Is Valued
Lazard International Small Cap Equity Portfolio Open Shares carries a market capitalization of $73.4M, placing it in the micro-cap category.
Key Financial Metrics
Return on equity for Lazard International Small Cap Equity Portfolio Open Shares stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. LZSMX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
LZSMX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's growth potential, indicating that those closest to the business believe in its future.
- Community sentiment has shifted positively as investors discuss the potential of small-cap equities in the current market environment.
- The focus on international markets is gaining traction, with discussions highlighting the benefits of diversification in a volatile landscape.
- Recent positive developments in global economic indicators have led to increased optimism about international small-cap equities.
Bear Case
- Concerns about geopolitical tensions have led some investors to question the stability of international markets, which could impact performance.
- Community sentiment reflects caution, as many traders express worries about potential economic slowdowns affecting small-cap stocks.
- There has been a noticeable increase in bearish discussions regarding the volatility associated with small-cap equities, leading to a more cautious outlook.
- Recent market corrections have caused some investors to reevaluate their positions in small-cap portfolios, contributing to a bearish sentiment.
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 from Benzinga, Yahoo Finance, and Finnhub for LZSMX.
Price Targets
Wall Street price target analysis for LZSMX.
LZSMX MoonshotScore
What does this score mean?
The MoonshotScore rates LZSMX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
LZSMX Financial Services Stock FAQ
What does the AI Score mean for LZSMX?
LZSMX holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Lazard International Small Cap Equity Portfolio Open Shares (LZSMX) invests in undervalued small-cap companies outside the U.S. with market caps between $300 million and $5 billion, aiming …
What does Lazard International Small Cap Equity Portfolio Open Shares do?
Lazard International Small Cap Equity Portfolio Open Shares (LZSMX) is a mutual fund that invests primarily in the equity securities of small non-U.S. companies. The fund's investment strategy focuses on identifying companies that are undervalued based on their earnings, cash flow, or asset values.
What are the main risks for LZSMX?
The main risks for LZSMX include currency fluctuations, economic downturns in international markets, and geopolitical instability. As the fund invests in non-U.S. companies, its performance is subject to the volatility of international currencies. Economic downturns in specific countries or regions can negatively impact the performance of the fund's underlying investments.
How does LZSMX's investment strategy adapt to changing global economic conditions?
LZSMX's investment strategy adapts to changing global economic conditions through continuous monitoring and adjustments to its portfolio allocation. The fund's investment manager analyzes macroeconomic trends, industry developments, and company-specific factors to identify investment opportunities and manage risk. In response to changing economic conditions, the fund may adjust its exposure to different countries, sectors, and individual companies.
How does Lazard International Small Cap Equity Portfolio Open Shares address currency risk in its international investments?
Lazard International Small Cap Equity Portfolio Open Shares addresses currency risk through a combination of hedging strategies and diversification. While the fund's primary objective is to invest in undervalued small-cap companies, the investment manager also considers the potential impact of currency fluctuations on the fund's returns.
What are the key factors to evaluate for LZSMX?
Lazard International Small Cap Equity Portfolio Open Shares (LZSMX) holds an AI score of 47/100 (low). Lazard International Small Cap Equity Portfolio Open Shares (LZSMX) presents a notable opportunity for investors seeking exposure to undervalued international small-cap equities. Not financial advice.
How frequently does LZSMX data refresh on this page?
LZSMX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven LZSMX's recent stock price performance?
Lazard International Small Cap Equity Portfolio Open Shares (LZSMX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Experienced investment management team. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider LZSMX overvalued or undervalued right now?
Lazard International Small Cap Equity Portfolio Open Shares (LZSMX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
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
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.