Lazard Capital Allocator Fund Buy Hold or Sell Recommendation

LCAOX Fund  USD 11.29  0.07  0.62%   
Assuming the 90 days horizon and your way above-average risk tolerance, our recommendation regarding Lazard Capital Allocator is 'Strong Buy'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Lazard Capital Allocator given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Lazard Capital Allocator, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Lazard Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual funds such as Lazard and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Lazard Capital Allocator. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in persons.

Execute Lazard Capital Buy or Sell Advice

The Lazard recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Lazard Capital Allocator. Macroaxis does not own or have any residual interests in Lazard Capital Allocator or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Lazard Capital's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Lazard CapitalBuy Lazard Capital
Strong Buy

Market Performance

SolidDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Lazard Capital Allocator has a Risk Adjusted Performance of 0.1723, Jensen Alpha of 0.0476, Total Risk Alpha of 0.0197, Sortino Ratio of (0.01) and Treynor Ratio of 0.2167
Our investment recommendation tool can cross-verify current analyst consensus on Lazard Capital Allocator and to analyze the entity potential to grow in the current economic cycle. Use Lazard Capital Allocator price to earning, year to date return, as well as the relationship between the Year To Date Return and cash position weight to ensure your buy or sell decision on Lazard Capital Allocator is adequate.

Lazard Capital Trading Alerts and Improvement Suggestions

The fund maintains about 29.41% of its assets in cash

Lazard Capital Returns Distribution Density

The distribution of Lazard Capital's historical returns is an attempt to chart the uncertainty of Lazard Capital's future price movements. The chart of the probability distribution of Lazard Capital daily returns describes the distribution of returns around its average expected value. We use Lazard Capital Allocator price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Lazard Capital returns is essential to provide solid investment advice for Lazard Capital.
Mean Return
0.14
Value At Risk
-0.83
Potential Upside
1.07
Standard Deviation
0.59
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Lazard Capital historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Lazard Capital Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Lazard Capital or Lazard sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Lazard Capital's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Lazard fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
0.05
β
Beta against Dow Jones0.60
σ
Overall volatility
0.58
Ir
Information ratio -0.01

Lazard Capital Volatility Alert

Lazard Capital Allocator exhibits relatively low volatility with skewness of -0.15 and kurtosis of 0.48. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Lazard Capital's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Lazard Capital's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Lazard Capital Fundamentals Vs Peers

Comparing Lazard Capital's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Lazard Capital's direct or indirect competition across all of the common fundamentals between Lazard Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Lazard Capital or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Lazard Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Lazard Capital by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Lazard Capital to competition
FundamentalsLazard CapitalPeer Average
Price To Earning17.58 X6.53 X
Price To Book1.95 X0.74 X
Price To Sales1.21 X0.61 X
Annual Yield0.02 %0.29 %
Year To Date Return16.04 %0.39 %
One Year Return20.76 %4.15 %
Three Year Return3.81 %3.60 %
Five Year Return6.24 %3.24 %
Ten Year Return5.19 %1.79 %
Net Asset49.39 M4.11 B
Cash Position Weight29.41 %10.61 %
Equity Positions Weight56.30 %63.90 %

Lazard Capital Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Lazard . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Lazard Capital Buy or Sell Advice

When is the right time to buy or sell Lazard Capital Allocator? Buying financial instruments such as Lazard Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Lazard Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Petroleum and Natural Gas Thematic Idea Now

Petroleum and Natural Gas
Petroleum and Natural Gas Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Petroleum and Natural Gas theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Petroleum and Natural Gas Theme or any other thematic opportunities.
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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.
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation