Lazard Capital Allocator Fund Quote
| LCAOX Fund | USD 11.05 0.05 0.45% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Lazard Capital is trading at 11.05 as of the 24th of November 2024; that is 0.45 percent up since the beginning of the trading day. The fund's open price was 11.0. Lazard Capital has about a 20 % 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. Equity ratings for Lazard Capital Allocator are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of September 2024 and ending today, the 24th of November 2024. 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
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Moving against Lazard Mutual Fund
Lazard Mutual Fund Highlights
| Fund Concentration | Lazard Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Lazard (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lazard Capital Allocator [LCAOX] is traded in USA and was established 24th of November 2024. 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 49.39 M in assets with no minimum investment requirementsLazard Capital Allocator is currently producing year-to-date (YTD) return of 12.63% with the current yeild of 0.02%, while the total return for the last 3 years was 1.56%.
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
| RSP | Invesco SP 500 | Etf | Large Blend | |
| IPAY | Amplify ETF Trust | Etf | Miscellaneous Sector | |
| VOOV | Vanguard SP 500 | Etf | Large Value | |
| XLV | Health Care Select | Etf | Health | |
| AAXJ | iShares MSCI All | Etf | Pacific/Asia ex-Japan Stk | |
| IGM | iShares Expanded Tech | Etf | Technology | |
| FHLC | Fidelity MSCI Health | Etf | Health | |
| EZU | iShares MSCI Eurozone | Etf | Europe Stock |
Lazard Capital Allocator Risk Profiles
| Mean Deviation | 0.5058 | |||
| Semi Deviation | 0.6688 | |||
| Standard Deviation | 0.6673 | |||
| Variance | 0.4453 |
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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