Lazard Global Listed Fund Quote
| GLIFX Fund | USD 16.34 0.02 0.12% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Lazard Global is trading at 16.34 as of the 28th of November 2024; that is 0.12 percent up since the beginning of the trading day. The fund's open price was 16.32. Lazard Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Lazard Global Listed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in equity securities, principally common stocks, of infrastructure companies and concentrates its investments in industries represented by infrastructure companies. It invests at least 80 percent of its assets in equity securities of infrastructure companies, which consist of utilities, pipelines, toll roads, airports, railroads, ports, telecommunications and other infrastructure companies, with securities listed on a national or other recognized securities exchange.. More on Lazard Global Listed
Moving together with Lazard Mutual Fund
Lazard Mutual Fund Highlights
| Fund Concentration | Lazard Funds, Large Blend Funds, Infrastructure Funds, Infrastructure, Lazard (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lazard Global Listed [GLIFX] is traded in USA and was established 28th of November 2024. Lazard Global is listed under Lazard category by Fama And French industry classification. The fund is listed under Infrastructure category and is part of Lazard family. This fund currently has accumulated 8.71 B in assets under management (AUM) with minimum initial investment of 10 K. Lazard Global Listed is currently producing year-to-date (YTD) return of 9.15% with the current yeild of 0.04%, while the total return for the last 3 years was 7.38%.
Check Lazard Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lazard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lazard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lazard Global Listed Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lazard Global Listed Mutual Fund Constituents
| EIX | Edison International | Stock | Utilities | |
| SGBAF | SES SA | Pink Sheet | Broadcasting | |
| CSX | CSX Corporation | Stock | Industrials | |
| ED | Consolidated Edison | Stock | Utilities | |
| NSC | Norfolk Southern | Stock | Industrials | |
| UNP | Union Pacific | Stock | Industrials | |
| PCG | PGE Corp | Stock | Utilities |
Lazard Global Top Holders
| MHESX | Mh Elite Select | Mutual Fund | World Allocation | |
| SMIFX | Sound Mind Investing | Mutual Fund | Allocation--85%+ Equity | |
| SRIFX | Fundx Sustainable Impact | Mutual Fund | Large Growth |
Lazard Global Listed Risk Profiles
| Mean Deviation | 0.5019 | |||
| Semi Deviation | 0.522 | |||
| Standard Deviation | 0.5923 | |||
| Variance | 0.3508 |
Lazard Global Against Markets
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.
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