The Lazard Funds Fund Manager Performance Evaluation
| CONOX Fund | 12.64 0.40 3.27% |
The fund secures a Beta (Market Risk) of 0.8, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Lazard Funds' returns are expected to increase less than the market. However, during the bear market, the loss of holding Lazard Funds is expected to be smaller as well.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in The Lazard Funds are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly fragile basic indicators, Lazard Funds may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Lazard |
Lazard Funds Relative Risk vs. Return Landscape
If you would invest 1,171 in The Lazard Funds on November 9, 2025 and sell it today you would earn a total of 93.00 from holding The Lazard Funds or generate 7.94% return on investment over 90 days. The Lazard Funds is currently producing 0.1326% returns and takes up 1.2224% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Lazard, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lazard Funds Current Valuation
Fairly Valued
Today
Please note that Lazard Funds' price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is fairly valued. Lazard Funds secures a last-minute Real Value of USD12.46 per share. The latest price of the fund is USD12.64. Our model forecasts the value of Lazard Funds from analyzing the fund technical indicators and probability of bankruptcy. In general, investors recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Lazard Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lazard Mutual Fund. However, Lazard Funds' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 12.64 | Real 12.46 | Hype 12.64 | Naive 12.32 |
The intrinsic value of Lazard Funds' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Lazard Funds' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of The Lazard Funds helps investors to forecast how Lazard mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Lazard Funds more accurately as focusing exclusively on Lazard Funds' fundamentals will not take into account other important factors: Lazard Funds Target Price Odds to finish over Current Price
The tendency of Lazard Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 12.64 | 90 days | 12.64 | about 7.62 |
Based on a normal probability distribution, the odds of Lazard Funds to move above the current price in 90 days from now is about 7.62 (This The Lazard Funds probability density function shows the probability of Lazard Mutual Fund to fall within a particular range of prices over 90 days) .
Lazard Funds Price Density |
| Price |
Predictive Modules for Lazard Funds
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Lazard Funds. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Lazard Funds Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Lazard Funds is not an exception. The market had few large corrections towards the Lazard Funds' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold The Lazard Funds, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Lazard Funds within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.05 | |
β | Beta against Dow Jones | 0.80 | |
σ | Overall volatility | 0.51 | |
Ir | Information ratio | 0.03 |
Lazard Funds Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Lazard Funds for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Lazard Funds can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
Lazard Funds Fundamentals Growth
Lazard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lazard Funds, and Lazard Funds fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lazard Mutual Fund performance.
About Lazard Funds Performance
Evaluating Lazard Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lazard Funds has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Lazard Funds has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the Portfolio invests at least 80 percent of its assets in convertible securities that are economically tied to the U.S. The Portfolio may invest up to 20 percent of its assets in securities and other assets which need not be convertible securities and need not be economically tied to the U.S., including securities of emerging markets issuers.Things to note about Lazard Funds performance evaluation
Checking the ongoing alerts about Lazard Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lazard Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Lazard Funds' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lazard Funds' stock is overvalued or undervalued compared to its peers.
- Examining Lazard Funds' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lazard Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lazard Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lazard Funds' mutual fund. These opinions can provide insight into Lazard Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lazard Mutual Fund
Lazard Funds 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 Funds security.
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