Lazard Sustainable is trading at 15.44 as of the 26th of November 2024; that is 1.05 percent up since the beginning of the trading day. The fund's open price was 15.28. Lazard Sustainable has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Lazard Sustainable Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of August 2024 and ending today, the 26th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of U.S. Sustainable Companies. It may invest up to 20 percent of its assets in securities of non-U.S. companies, including those in emerging markets. Although the fund is classified as diversified under the Investment Company Act of 1940, as amended, it may invest in a smaller number of issuers than other, more diversified, investment portfolios.. More on Lazard Sustainable Equity
Lazard Sustainable Equity [SUSTX] is traded in USA and was established 26th of November 2024. Lazard Sustainable 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. Lazard Sustainable Equity at this time has accumulated 11.83 M in assets with minimum initial investment of 10 K. with the current yeild of 0.01%, while the total return for the last 3 years was 1.28%.
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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 Sustainable 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 Sustainable Equity Mutual Fund Constituents
Other Information on Investing in Lazard Mutual Fund
Lazard Sustainable 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 Sustainable security.