Lazard Strategic Equity Fund Quote
| RLUSX Fund | USD 17.02 0.14 0.82% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Lazard Strategic is trading at 17.02 as of the 4th of February 2025; that is 0.82 percent down since the beginning of the trading day. The fund's open price was 17.16. Lazard Strategic has about a 23 % 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 6th of November 2024 and ending today, the 4th of February 2025. 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 Blend Funds, Large Blend, Lazard (View all Sectors) |
| Update Date | 31st of December 2024 |
Lazard Strategic Equity [RLUSX] is traded in USA and was established 4th of February 2025. Lazard Strategic 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 86.1 M in assets with no minimum investment requirementsLazard Strategic Equity is currently producing year-to-date (YTD) return of 4.06% with the current yeild of 0.01%, while the total return for the last 3 years was 7.76%.
Check Lazard Strategic 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 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 | |
| TAP | Molson Coors Brewing | Stock | Consumer Staples | |
| COP | ConocoPhillips | Stock | Energy | |
| C | Citigroup | Stock | Financials | |
| UPS | United Parcel Service | Stock | Industrials | |
| PFE | Pfizer Inc | Stock | Health Care | |
| CVX | Chevron Corp | Stock | Energy | |
| JNJ | Johnson Johnson | Stock | Health Care |
Lazard Strategic Equity Risk Profiles
| Mean Deviation | 0.6262 | |||
| Standard Deviation | 0.9864 | |||
| Variance | 0.9729 | |||
| Risk Adjusted Performance | (0.01) |
Lazard Strategic Against Markets
Other Information on Investing in Lazard Mutual Fund
Lazard Strategic 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 Strategic security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
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| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |