Lazard Small is trading at 10.85 as of the 17th of February 2025; that is 0.28 percent up since the beginning of the trading day. The fund's open price was 10.82. Lazard Small 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 28th of February 2023 and ending today, the 17th of February 2025. Click here to learn more.
The Portfolio invests primarily in equity securities, principally common stocks, of small cap US companies. The Investment Manager considers small cap companies to be those companies that, at the time of initial purchase by the Portfolio, have market capitalizations within the range of companies included in the Russell 2000 Index. More on Lazard Small Mid Cap
Lazard Small Mid Cap [LZCOX] is traded in USA and was established 17th of February 2025. Lazard Small is listed under Lazard category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Lazard family. This fund now has accumulated 40.32 M in assets with no minimum investment requirementsLazard Small Mid is currently producing year-to-date (YTD) return of 4.43%, while the total return for the last 3 years was 4.69%.
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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 Small Mid Cap 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 Small 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 Small security.