Lazard Real Assets Fund Ten Year Return
Lazard Real Assets fundamentals help investors to digest information that contributes to Lazard Real'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 Real'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 Real mutual fund.
Lazard |
Lazard Real Assets Mutual Fund Ten Year Return Analysis
Lazard Real's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
CompetitionBased on the latest financial disclosure, Lazard Real Assets has a Ten Year Return of 0.0%. This indicator is about the same for the Lazard average (which is currently at 0.0) family and about the same as World Allocation (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Did you try this?
Run Sectors Now
SectorsList of equity sectors categorizing publicly traded companies based on their primary business activities |
| All Next | Launch Module |
Fund Asset Allocation for Lazard Real
The fund invests 67.86% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (32.14%) .Asset allocation divides Lazard Real'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 | 32.59 M | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 9.97 % | ||||
| One Year Return | 13.75 % | ||||
| Three Year Return | 2.53 % | ||||
| Five Year Return | 5.58 % | ||||
| Net Asset | 33.08 M | ||||
| Minimum Initial Investment | 10 K | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 32.14 % | ||||
| Equity Positions Weight | 67.86 % |
Also Currently Popular
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 Real 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 Real security.
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |