Lazard Equity Centrated Fund Quote
| LEVIX Fund | USD 9.84 0.05 0.51% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Lazard Us is trading at 9.84 as of the 27th of November 2024; that is 0.51 percent down since the beginning of the trading day. The fund's open price was 9.89. Lazard Us 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 Equity Centrated are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2023 and ending today, the 27th of November 2024. Click here to learn more.
The Portfolio invests primarily in equity securities, principally common stocks, of U.S. companies of any market capitalization. The Portfolio has a concentrated portfolio of investments, typically investing in 15 to 35 companies with market capitalizations generally greater than 350 million. More on Lazard Equity Centrated
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Moving against Lazard Mutual Fund
Lazard Mutual Fund Highlights
| Fund Concentration | Lazard Funds, Large Funds, Large Blend Funds, Large Blend, Lazard (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lazard Equity Centrated [LEVIX] is traded in USA and was established 27th of November 2024. Lazard Us is listed under Lazard category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Lazard family. This fund now has accumulated 596.06 M in assets with no minimum investment requirementsLazard Equity Centrated is currently producing year-to-date (YTD) return of 16.04% with the current yeild of 0.01%, while the total return for the last 3 years was 3.12%.
Check Lazard Us 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 Equity Centrated 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 Equity Centrated Mutual Fund Constituents
| EBAY | eBay Inc | Stock | Consumer Discretionary | |
| MSI | Motorola Solutions | Stock | Information Technology | |
| UPS | United Parcel Service | Stock | Industrials | |
| WBA | Walgreens Boots Alliance | Stock | Consumer Staples | |
| T | ATT Inc | Stock | Communication Services | |
| DXC | DXC Technology Co | Stock | Information Technology | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| WM | Waste Management | Stock | Industrials |
Lazard Equity Centrated Risk Profiles
| Mean Deviation | 0.8209 | |||
| Semi Deviation | 1.03 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.13 |
Lazard Us Against Markets
Other Information on Investing in Lazard Mutual Fund
Lazard Us 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 Us security.
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