Lazard Global is trading at 16.02 as of the 31st of January 2025; that is 0.95 percent up since the beginning of the trading day. The fund's open price was 15.87. Lazard Global has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. 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.
The fund invests primarily in equity securities, principally common stocks, of infrastructure companies and concentrates its investments in industries represented by infrastructure companies. It invests at least 80 percent of its assets in equity securities of infrastructure companies, which consist of utilities, pipelines, toll roads, airports, railroads, ports, telecommunications and other infrastructure companies, with securities listed on a national or other recognized securities exchange.. More on Lazard Global Listed
Lazard Global Listed [GLFOX] 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 Infrastructure category and is part of Lazard family. This fund currently has accumulated 8.71 B in assets under management (AUM) with no minimum investment requirementsLazard Global Listed is currently producing year-to-date (YTD) return of 0.9% with the current yeild of 0.03%, while the total return for the last 3 years was 6.34%.
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Instrument Allocation
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 Listed 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.
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.