Lazard Global Dynamic Fund Fundamentals
GDMIX Fund | USD 8.88 0.00 0.00% |
Lazard Global Dynamic fundamentals help investors to digest information that contributes to Lazard Global's financial success or failures. It also enables traders to predict the movement of Lazard Mutual Fund. The fundamental analysis module provides a way to measure Lazard Global's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Lazard Global mutual fund.
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Lazard Global Dynamic Mutual Fund One Year Return Analysis
Lazard Global's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Lazard Global One Year Return | 7.52 % |
Most of Lazard Global's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Lazard Global Dynamic is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Lazard Global Dynamic has an One Year Return of 7.518%. This is much higher than that of the Lazard family and significantly higher than that of the World Allocation category. The one year return for all United States funds is notably lower than that of the firm.
Lazard Global Dynamic Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lazard Global's current stock value. Our valuation model uses many indicators to compare Lazard Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lazard Global competition to find correlations between indicators driving Lazard Global's intrinsic value. More Info.Lazard Global Dynamic is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 186.38 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lazard Global's earnings, one of the primary drivers of an investment's value.Lazard One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Lazard Global's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Lazard Global could also be used in its relative valuation, which is a method of valuing Lazard Global by comparing valuation metrics of similar companies.Lazard Global is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Lazard Global
The fund invests 63.14% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (34.74%) , cash (1.54%) and various exotic instruments.Asset allocation divides Lazard Global's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Lazard Fundamentals
Total Asset | 11.09 M | |||
Annual Yield | 0.01 % | |||
Year To Date Return | 0.99 % | |||
One Year Return | 7.52 % | |||
Three Year Return | 0.15 % | |||
Five Year Return | 2.47 % | |||
Net Asset | 11.24 M | |||
Minimum Initial Investment | 10 K | |||
Last Dividend Paid | 0.21 | |||
Cash Position Weight | 1.54 % | |||
Equity Positions Weight | 63.14 % | |||
Bond Positions Weight | 34.74 % |
About Lazard Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Lazard Global Dynamic's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Lazard Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Lazard Global Dynamic based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The Investment Manager allocates the funds assets among various U.S. and non-U.S. equity and fixed-income strategies managed by the Investment Manager in proportions consistent with the Investment Managers evaluation of various economic and other factors designed to estimate probabilities, including volatility. Under normal market conditions, the fund invests significantly in issuers organized or located outside the U.S. or doing a substantial amount of business outside the U.S., securities denominated in a foreign currency or foreign currency forward contracts.
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Other Information on Investing in Lazard Mutual Fund
Lazard Global 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 Global security.
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