Lazard Global Dynamic Fund Quote
Lazard Global is trading at 8.88 as of the 31st of January 2025; that is No Change since the beginning of the trading day. The fund's open price was 8.88. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
Lazard Mutual Fund Highlights
| Fund Concentration | Lazard Funds, Large Blend Funds, World Allocation Funds, World Allocation, Lazard (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lazard Global Dynamic [GDMIX] is traded in USA and was established 31st of January 2025. Lazard Global is listed under Lazard category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Lazard family. This fund currently has accumulated 11.24 M in assets under management (AUM) with minimum initial investment of 10 K. Lazard Global Dynamic is currently producing year-to-date (YTD) return of 0.99% with the current yeild of 0.01%, while the total return for the last 3 years was 0.15%.
Check Lazard Global Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lazard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lazard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lazard Global Dynamic Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lazard Global Dynamic Mutual Fund Constituents
| ROG | Rogers | Stock | Information Technology | |
| VZ | Verizon Communications | Stock | Communication Services | |
| INTC | Intel | Stock | Information Technology | |
| LMT | Lockheed Martin | Stock | Industrials | |
| MA | Mastercard | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials |
Lazard Global Against Markets
Lazard Global Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Lazard Global mutual fund to make a market-neutral strategy. Peer analysis of Lazard Global could also be used in its relative valuation, which is a method of valuing Lazard Global by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Other Information on Investing in Lazard Mutual Fund
Lazard Global 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 Global security.
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