Lazard Us is trading at 3.84 as of the 23rd of March 2025; that is 0.26 percent decrease since the beginning of the trading day. The fund's open price was 3.85. Lazard Us 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 Portfolio invests primarily in equity securities, principally common stocks, of U.S. companies of any market capitalization. The Portfolio has a concentrated portfolio of investments, typically investing in 15 to 35 companies with market capitalizations generally greater than 350 million. More on Lazard Equity Concentrated
Lazard Equity Concentrated [RLUEX] is traded in USA and was established 23rd of March 2025. Lazard Us is listed under Lazard category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Lazard family. This fund at this time has accumulated 1.57 B in assets with no minimum investment requirementsLazard Equity Concen is currently producing year-to-date (YTD) return of 2.15% with the current yeild of 0.0%, while the total return for the last 3 years was 1.17%.
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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 Concentrated 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 Concentrated Mutual Fund Constituents
Other Information on Investing in Lazard Mutual Fund
Lazard Us 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 Us security.