Lazard Equity is trading at 8.86 as of the 22nd of March 2025; that is 1.01 percent down since the beginning of the trading day. The fund's open price was 8.95. Lazard Equity has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat ok performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The Portfolio invests primarily in equity securities, principally common stocks, of U.S. and non-U.S. companies, including those in emerging markets. It normally invests in equity securities listed on a national or other recognized securities exchange of companies that the Investment Manager considers to have an economic franchise, meaning companies that have historically shown an ability to generate unleveraged returns, at or above their cost of capital, for long periods of time. More on Lazard Equity Franchise
Lazard Equity Franchise [LZFOX] is traded in USA and was established 22nd of March 2025. Lazard Equity is listed under Lazard category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of Lazard family. This fund now has accumulated 156.99 M in assets with no minimum investment requirementsLazard Equity Franchise is currently producing year-to-date (YTD) return of 6.24% with the current yeild of 0.02%, while the total return for the last 3 years was 5.36%.
Check Lazard Equity 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 Equity Franchise 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 Equity Franchise Mutual Fund Constituents
Other Information on Investing in Lazard Mutual Fund
Lazard Equity 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 Equity security.