Lazard Strategic Equity Fund Quote
| LZUOX Fund | USD 18.08 0.04 0.22% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Lazard Us is trading at 18.08 as of the 29th of November 2024; that is 0.22 percent down since the beginning of the trading day. The fund's open price was 18.12. 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 Strategic Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of January 2023 and ending today, the 29th of November 2024. Click here to learn more.
Under normal circumstances, the Portfolio invests at least 80 percent of its assets in equity securities of U.S. companies. It may invest up to 20 percent of its assets in securities of non-U.S. companies. Although the Portfolio generally focuses on large cap companies, the market capitalizations of issuers in which the Portfolio invests may vary with market conditions and the Portfolio also may invest in mid cap and small cap companies. More on Lazard Strategic Equity
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Lazard Mutual Fund Highlights
| Fund Concentration | Lazard Funds, Large Value Funds, Large Blend Funds, Large Blend, Lazard, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lazard Strategic Equity [LZUOX] is traded in USA and was established 29th 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 89.11 M in assets with no minimum investment requirementsLazard Strategic Equity is currently producing year-to-date (YTD) return of 16.69% with the current yeild of 0.01%, while the total return for the last 3 years was 5.11%.
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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 Strategic Equity 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 Strategic Equity Mutual Fund Constituents
| EBAY | eBay Inc | Stock | Consumer Discretionary | |
| COP | ConocoPhillips | Stock | Energy | |
| UPS | United Parcel Service | Stock | Industrials | |
| C | Citigroup | Stock | Financials | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| T | ATT Inc | Stock | Communication Services | |
| ADI | Analog Devices | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials |
Lazard Strategic Equity Risk Profiles
| Mean Deviation | 0.5676 | |||
| Semi Deviation | 0.7233 | |||
| Standard Deviation | 0.7807 | |||
| Variance | 0.6096 |
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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