Lazard Emerging Markets Equity - Assets are Dropping; Should you Leave Too?

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June 28, 2021

Morningstar recently published an internal interview titled “4 Funds Investors are Dumping,” which discussed the falling assets and negative cash flow of a few mutual funds. This was timely: we had just written about how falling assets and other liquidity issues can present a particularly thorny problem for defined contribution plan fiduciaries here.

One of the funds that Morningstar mentioned was the Lazard Emerging Markets Equity Fund. Since we’ve followed the Lazard fund for over 15 years, we thought it might be helpful for us to add our analysis.

As with most investment decisions, the right answer to “should I stay or should I go” is highly dependent on variables other than performance. Click on “Download Analysis”, above, for a detailed look.

 
 

 

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