Lazard Global Listed Fund Manager Performance Evaluation

GLFOX Fund  USD 19.13  0.25  1.32%   
The fund secures a Beta (Market Risk) of 0.2, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Lazard Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lazard Global is expected to be smaller as well.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Lazard Global Listed are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Lazard Global may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Expense Ratio Date1st of May 2025
Expense Ratio1.2200
  

Lazard Global Relative Risk vs. Return Landscape

If you would invest  1,785  in Lazard Global Listed on November 6, 2025 and sell it today you would earn a total of  128.00  from holding Lazard Global Listed or generate 7.17% return on investment over 90 days. Lazard Global Listed is currently producing 0.1148% returns and takes up 0.5003% volatility of returns over 90 trading days. Put another way, 4% 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  
Assuming the 90 days horizon Lazard Global is expected to generate 0.67 times more return on investment than the market. However, the company is 1.49 times less risky than the market. It trades about 0.23 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of risk.

Lazard Global Current Valuation

Fairly Valued
Today
19.13
Please note that Lazard Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Lazard Global Listed secures a last-minute Real Value of $18.75 per share. The latest price of the fund is $19.13. We determine the value of Lazard Global Listed from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lazard Mutual Fund. However, Lazard Global's 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  19.13 Real  18.75 Hype  18.88 Naive  18.93
The intrinsic value of Lazard Global's 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 Global's 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.
18.75
Real Value
19.23
Upside
Estimating the potential upside or downside of Lazard Global Listed 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 Global more accurately as focusing exclusively on Lazard Global's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
18.1418.5318.92
Details
Hype
Prediction
LowEstimatedHigh
18.4018.8819.36
Details
Naive
Forecast
LowNext ValueHigh
18.4518.9319.41
Details

Lazard Global 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 PriceHorizonTarget PriceOdds to move above the current price in 90 days
 19.13 90 days 19.13 
near 1
Based on a normal probability distribution, the odds of Lazard Global to move above the current price in 90 days from now is near 1 (This Lazard Global Listed probability density function shows the probability of Lazard Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Lazard Global has a beta of 0.2. This usually indicates as returns on the market go up, Lazard Global average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Lazard Global Listed will be expected to be much smaller as well. Additionally Lazard Global Listed has an alpha of 0.094, implying that it can generate a 0.094 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Lazard Global Price Density   
       Price  

Predictive Modules for Lazard Global

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 Global Listed. 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.
Hype
Prediction
LowEstimatedHigh
18.4018.8819.36
Details
Intrinsic
Valuation
LowRealHigh
18.2718.7519.23
Details
Naive
Forecast
LowNextHigh
18.4518.9319.41
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
18.1418.5318.92
Details

Lazard Global Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Lazard Global is not an exception. The market had few large corrections towards the Lazard Global's 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 Lazard Global Listed, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Lazard Global within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.09
β
Beta against Dow Jones0.20
σ
Overall volatility
0.30
Ir
Information ratio 0.10

Lazard Global 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 Global for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Lazard Global Listed 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 retains about 10.01% of its assets under management (AUM) in cash

Lazard Global Fundamentals Growth

Lazard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lazard Global, and Lazard Global 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 Global Performance

Evaluating Lazard Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lazard Global 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 Global 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.
The fund invests primarily in equity securities, principally common stocks, of infrastructure companies and concentrates its investments in industries represented by infrastructure companies. Lazard Global is traded on NASDAQ Exchange in the United States.

Things to note about Lazard Global Listed performance evaluation

Checking the ongoing alerts about Lazard Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lazard Global Listed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund retains about 10.01% of its assets under management (AUM) in cash
Evaluating Lazard Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lazard Global's mutual fund performance include:
  • Analyzing Lazard Global's 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 Global's stock is overvalued or undervalued compared to its peers.
  • Examining Lazard Global's 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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lazard Global's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Lazard Global's mutual fund. These opinions can provide insight into Lazard Global's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Lazard Global's mutual fund performance is not an exact science, and many factors can impact Lazard Global's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Lazard Mutual Fund

Lazard Global 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 Global security.
Bollinger Bands
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Efficient Frontier
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Risk-Return Analysis
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