Lazard Equity Financials
| LEVOX Fund | USD 10.07 0.06 0.60% |
Lazard |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Lazard Equity Fund Summary
Lazard Equity competes with Siit Dynamic, Siit Large, Nationwide, Columbia Large, and Janus Growth. The Portfolio invests primarily in equity securities, principally common stocks, of U.S. companies of any market capitalization. The Portfolio has a concentrated portfolio of investments, typically investing in 15 to 35 companies with market capitalizations generally greater than 350 million. The Portfolio seeks to outperform broad-based securities market indices, such as the SP 500 Index, the Russell 1000 Index and the Russell 3000 Index. Under normal circumstances, the Portfolio invests at least 80 percent of its assets in equity securities of U.S. companies. The fund is non-diversified.Specialization | Large Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US52106N5749 |
| Business Address | Lazard Funds |
| Mutual Fund Family | Lazard |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 823 6300 |
| Currency | USD - US Dollar |
Lazard Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lazard Equity's current stock value. Our valuation model uses many indicators to compare Lazard Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lazard Equity competition to find correlations between indicators driving Lazard Equity's intrinsic value. More Info.Lazard Equity Centrated is rated below average in price to earning among similar funds. It is rated second overall fund in price to book among similar funds fabricating about 0.53 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Lazard Equity Centrated is roughly 1.90 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lazard Equity's earnings, one of the primary drivers of an investment's value.Lazard Equity Centrated Systematic Risk
Lazard Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Lazard Equity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Lazard Equity Centrated correlated with the market. If Beta is less than 0 Lazard Equity generally moves in the opposite direction as compared to the market. If Lazard Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Lazard Equity Centrated is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Lazard Equity is generally in the same direction as the market. If Beta > 1 Lazard Equity moves generally in the same direction as, but more than the movement of the benchmark.
Lazard Equity November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Lazard Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Lazard Equity Centrated. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lazard Equity Centrated based on widely used predictive technical indicators. In general, we focus on analyzing Lazard Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Lazard Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.16 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 5.21 | |||
| Value At Risk | (1.72) | |||
| Potential Upside | 1.85 |
Other Information on Investing in Lazard Mutual Fund
Lazard Equity financial ratios help investors to determine whether Lazard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lazard with respect to the benefits of owning Lazard Equity security.
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