Lazard Us Price To Book vs. Minimum Initial Investment
| LZUSX Fund | USD 18.10 0.04 0.22% |
For Lazard Us profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Lazard Us to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Lazard Strategic Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Lazard Us's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Lazard Strategic Equity over time as well as its relative position and ranking within its peers.
Lazard |
Lazard Strategic Equity Minimum Initial Investment vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Lazard Us's current stock value. Our valuation model uses many indicators to compare Lazard Us value to that of its competitors to determine the firm's financial worth. Lazard Strategic Equity is rated second overall fund in price to book among similar funds. It is number one fund in minimum initial investment among similar funds making about 3,731 of Minimum Initial Investment per Price To Book. 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 Us' earnings, one of the primary drivers of an investment's value.Lazard Minimum Initial Investment vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Lazard Us |
| = | 2.68 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Lazard Us |
| = | 10 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Lazard Us Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Lazard Us, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Lazard Us will eventually generate negative long term returns. The profitability progress is the general direction of Lazard Us' change in net profit over the period of time. It can combine multiple indicators of Lazard Us, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the Portfolio invests at least 80 percent of its assets in equity securities of U.S. companies. It may invest up to 20 percent of its assets in securities of non-U.S. companies. Although the Portfolio generally focuses on large cap companies, the market capitalizations of issuers in which the Portfolio invests may vary with market conditions and the Portfolio also may invest in mid cap and small cap companies. It is non-diversified.
Lazard Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Lazard Us. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Lazard Us position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Lazard Us' important profitability drivers and their relationship over time.
Use Lazard Us in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Lazard Us position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Lazard Us will appreciate offsetting losses from the drop in the long position's value.Lazard Us Pair Trading
Lazard Strategic Equity Pair Trading Analysis
The ability to find closely correlated positions to Lazard Us could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Lazard Us when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Lazard Us - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Lazard Strategic Equity to buy it.
The correlation of Lazard Us is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Lazard Us moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Lazard Strategic Equity moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Lazard Us can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Lazard Us position
In addition to having Lazard Us in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Health Care ETFs
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Other Information on Investing in Lazard Mutual Fund
To fully project Lazard Us' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Lazard Strategic Equity at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Lazard Us' income statement, its balance sheet, and the statement of cash flows.
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