Lazard Capital Allocator Fund Quote

LCAOX Fund  USD 10.22  0.02  0.20%   

Performance

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Odds Of Distress

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Lazard Capital is trading at 10.22 as of the 23rd of March 2025; that is 0.2 percent down since the beginning of the trading day. The fund's open price was 10.24. Lazard Capital has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund utilizes an asset allocation strategy to invest in a global portfolio of uncorrelated assets that can include exposure, through underlying vehicles, to stocks, bonds, commodities and other investments. Lazard Opportunistic is traded on NASDAQ Exchange in the United States.. More on Lazard Capital Allocator

Lazard Mutual Fund Highlights

Fund ConcentrationTactical Allocation, Lazard (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Lazard Capital Allocator [LCAOX] is traded in USA and was established 23rd of March 2025. The fund is listed under Tactical Allocation category and is part of Lazard family. This fund now has accumulated 49.39 M in assets with no minimum investment requirementsLazard Capital Allocator is currently producing year-to-date (YTD) return of 0.3% with the current yeild of 0.01%, while the total return for the last 3 years was 5.12%.
Check Lazard Capital Probability Of Bankruptcy

Instrument Allocation

Top Lazard Capital Allocator Mutual Fund Constituents

VOOGVanguard SP 500EtfLarge Growth
DGROiShares Core DividendEtfLarge Value
EZUiShares MSCI EurozoneEtfEurope Stock
XLIIndustrial Select SectorEtfIndustrials
RSPInvesco SP 500EtfLarge Blend
IEFAiShares Core MSCIEtfForeign Large Blend
VOOVanguard SP 500EtfLarge Blend
VBRVanguard Small Cap ValueEtfSmall Value
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Lazard Capital Allocator Risk Profiles

Lazard Capital Against Markets

Other Information on Investing in Lazard Mutual Fund

Lazard Capital 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 Capital security.
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