Lazard Capital Allocator Fund Quote

LCAIX Fund  USD 10.69  0.02  0.19%   

Performance

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Odds Of Distress

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Lazard Capital is trading at 10.69 as of the 16th of February 2025; that is 0.19 percent up since the beginning of the trading day. The fund's open price was 10.67. Lazard Capital has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of November 2024 and ending today, the 16th of February 2025. Click here to learn more.
The fund utilizes an asset allocation strategy to invest in a global portfolio of uncorrelated assets that can include exposure, through underlying vehicles, to stocks, bonds, commodities and other investments. The Portfolio invests primarily in exchange-traded open-end management investment companies , generally those that pursue a passive index-based strategy, as well as actively managed closed-end management investment companies.. More on Lazard Capital Allocator

Moving together with Lazard Mutual Fund

  0.7CONOX Lazard FundsPairCorr

Moving against Lazard Mutual Fund

  0.71RYMEX Commodities StrategyPairCorr
  0.71RYMJX Commodities StrategyPairCorr
  0.71RYMBX Commodities StrategyPairCorr
  0.62DAAIX Dunham AppreciationPairCorr
  0.59LUBYX Lord Abbett UltraPairCorr

Lazard Mutual Fund Highlights

Fund ConcentrationLazard Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Lazard (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Lazard Capital Allocator [LCAIX] is traded in USA and was established 16th of February 2025. Lazard Capital is listed under Lazard category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Lazard family. This fund now has accumulated 47.19 M in assets with minimum initial investment of 10 K. Lazard Capital Allocator is currently producing year-to-date (YTD) return of 3.82% with the current yeild of 0.01%, while the total return for the last 3 years was 4.71%.
Check Lazard Capital Probability Of Bankruptcy

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 Capital Allocator 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 Capital Allocator Mutual Fund Constituents

IWSiShares Russell Mid CapEtfMid-Cap Value
IXGiShares Global FinancialsEtfFinancial
IGViShares Expanded Tech SoftwareEtfTechnology
AAXJiShares MSCI AllEtfPacific/Asia ex-Japan Stk
IWDiShares Russell 1000EtfLarge Value
IGMiShares Expanded TechEtfTechnology
VFHVanguard Financials IndexEtfFinancial
IPAYAmplify ETF TrustEtfMiscellaneous Sector
More Details

Lazard Capital Allocator Risk Profiles

Lazard Capital Against Markets

Other Information on Investing in Lazard Mutual Fund

Lazard Capital 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 Capital security.
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