Lazard Equity Concentrated Fund Quote
| RLUEX Fund | USD 10.18 0.02 0.20% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Lazard Us is trading at 10.18 as of the 27th of November 2024; that is 0.2 percent decrease since the beginning of the trading day. The fund's open price was 10.2. 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 Concentrated are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 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 Concentrated
Moving together with Lazard Mutual Fund
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 |
Lazard Equity Concentrated [RLUEX] 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 at this time has accumulated 1.57 B in assets with no minimum investment requirementsLazard Equity Concen is currently producing year-to-date (YTD) return of 16.65% with the current yeild of 0.01%, while the total return for the last 3 years was 3.81%.
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 Concentrated 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 Concentrated Mutual Fund Constituents
| TAP | Molson Coors Brewing | Stock | Consumer Staples | |
| MSI | Motorola Solutions | Stock | Information Technology | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| WM | Waste Management | Stock | Industrials | |
| VMC | Vulcan Materials | Stock | Materials | |
| T | ATT Inc | Stock | Communication Services | |
| SWKS | Skyworks Solutions | Stock | Information Technology | |
| SPGI | SP Global | Stock | Financials |
Lazard Equity Concen Risk Profiles
| Mean Deviation | 0.8354 | |||
| Semi Deviation | 1.06 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 |
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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