Lazard Equity Franchise Fund Fundamentals
| LZFOX Fund | USD 10.14 0.03 0.29% |
Lazard Equity Franchise fundamentals help investors to digest information that contributes to Lazard Equity's financial success or failures. It also enables traders to predict the movement of Lazard Mutual Fund. The fundamental analysis module provides a way to measure Lazard Equity's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Lazard Equity mutual fund.
Lazard |
Lazard Equity Franchise Mutual Fund Year To Date Return Analysis
Lazard Equity's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Lazard Equity Year To Date Return | 1.32 % |
Most of Lazard Equity's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Lazard Equity Franchise is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Lazard Equity Franchise has a Year To Date Return of 1.3158%. This is much higher than that of the Lazard family and significantly higher than that of the World Large-Stock Value category. The year to date return for all United States funds is notably lower than that of the firm.
Lazard Equity Franchise Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lazard Equity's current stock value. Our valuation model uses many indicators to compare Lazard Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lazard Equity competition to find correlations between indicators driving Lazard Equity's intrinsic value. More Info.Lazard Equity Franchise is rated fourth overall fund in annual yield among similar funds. It also is rated fourth overall fund in year to date return among similar funds creating about 65.46 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lazard Equity's earnings, one of the primary drivers of an investment's value.Lazard Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Lazard Equity's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Lazard Equity could also be used in its relative valuation, which is a method of valuing Lazard Equity by comparing valuation metrics of similar companies.Lazard Equity is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Lazard Equity
The fund consists of 91.2% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Lazard Equity's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Lazard Fundamentals
| Total Asset | 320 K | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 1.32 % | ||||
| One Year Return | 8.15 % | ||||
| Three Year Return | 5.50 % | ||||
| Five Year Return | 7.36 % | ||||
| Net Asset | 156.99 M | ||||
| Cash Position Weight | 8.79 % | ||||
| Equity Positions Weight | 91.20 % |
About Lazard Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Lazard Equity Franchise's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Lazard Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Lazard Equity Franchise based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The Portfolio invests primarily in equity securities, principally common stocks, of U.S. and non-U.S. companies, including those in emerging markets. It normally invests in equity securities listed on a national or other recognized securities exchange of companies that the Investment Manager considers to have an economic franchise, meaning companies that have historically shown an ability to generate unleveraged returns, at or above their cost of capital, for long periods of time. The Portfolio may invest in the equity securities of any size company. It is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Lazard Mutual Fund
Lazard Equity 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 Equity security.
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