Lazard Real Assets Fund Quote
| RALIX Fund | USD 10.35 0.07 0.67% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Lazard Real is trading at 10.35 as of the 12th of December 2024; that is 0.67% down since the beginning of the trading day. The fund's open price was 10.42. Lazard Real has about a 23 % 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 2022 and ending today, the 12th of December 2024. Click here to learn more.
Under normal market conditions, the portfolio invests at least 80 percent of its assets in real assets investments, including instruments providing exposure to such investments. It may invest in equity securities of U.S. and non-U.S. companies, including emerging markets companies, as well as commodity-linked and other derivative instruments.. More on Lazard Real Assets
Moving together with Lazard Mutual Fund
Lazard Mutual Fund Highlights
| Fund Concentration | Lazard Funds, Large Funds, World Allocation Funds, World Allocation, Lazard (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lazard Real Assets [RALIX] is traded in USA and was established 12th of December 2024. Lazard Real is listed under Lazard category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Lazard family. This fund at this time has accumulated 33.08 M in assets with minimum initial investment of 10 K. Lazard Real Assets is currently producing year-to-date (YTD) return of 9.97% with the current yeild of 0.03%, while the total return for the last 3 years was 2.53%.
Check Lazard Real 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 Real Assets 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 Real Assets Mutual Fund Constituents
| SRG | Seritage Growth Properties | Stock | Real Estate | |
| TRN | Trinity Industries | Stock | Industrials | |
| AMT | American Tower Corp | Stock | Real Estate | |
| CSX | CSX Corporation | Stock | Industrials | |
| ED | Consolidated Edison | Stock | Utilities | |
| EQIX | Equinix | Stock | Real Estate | |
| NSC | Norfolk Southern | Stock | Industrials | |
| UNP | Union Pacific | Stock | Industrials |
Lazard Real Assets Risk Profiles
| Mean Deviation | 0.4319 | |||
| Semi Deviation | 0.5722 | |||
| Standard Deviation | 0.5369 | |||
| Variance | 0.2882 |
Lazard Real Against Markets
Other Information on Investing in Lazard Mutual Fund
Lazard Real 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 Real security.
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