Lazard Equity Financials
| LZFOX Fund | USD 10.23 0.03 0.29% |
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 T Rowe, Vanguard Small-cap, Omni Small-cap, Nasdaq 100, and Semiconductor Ultrasector. The Portfolio invests primarily in equity securities, principally common stocks, of U.S. and non-U.S. companies, including those in emerging markets. It normally invests in equity securities listed on a national or other recognized securities exchange of companies that the Investment Manager considers to have an economic franchise, meaning companies that have historically shown an ability to generate unleveraged returns, at or above their cost of capital, for long periods of time. The Portfolio may invest in the equity securities of any size company. It is non-diversified.Specialization | World Large-Stock Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Lazard Funds |
| Mutual Fund Family | Lazard |
| Mutual Fund Category | World Large-Stock Value |
| 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 Franchise is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 65.46 of Year To Date Return per Annual Yield. 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 Franchise 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 Franchise 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 Franchise 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 29, 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 Franchise. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lazard Equity Franchise 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.
| Information Ratio | (0.22) | |||
| Maximum Drawdown | 2.98 | |||
| Value At Risk | (1.05) | |||
| Potential Upside | 1.16 |
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.
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |