Lazard Enhanced Opportunities Fund Fundamentals
| LEOIX Fund | USD 8.89 0.01 0.11% |
Lazard Enhanced Opportunities fundamentals help investors to digest information that contributes to Lazard Enhanced'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 Enhanced'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 Enhanced mutual fund.
Lazard |
Lazard Enhanced Opportunities Mutual Fund Year To Date Return Analysis
Lazard Enhanced's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Lazard Enhanced Year To Date Return | 3.16 % |
Most of Lazard Enhanced's fundamental indicators, such as Year To Date 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 Enhanced Opportunities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Lazard Enhanced Opportunities has a Year To Date Return of 3.1579%. This is much higher than that of the Lazard family and significantly higher than that of the Relative Value Arbitrage category. The year to date return for all United States funds is notably lower than that of the firm.
Lazard Enhanced Oppo Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lazard Enhanced's current stock value. Our valuation model uses many indicators to compare Lazard Enhanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lazard Enhanced competition to find correlations between indicators driving Lazard Enhanced's intrinsic value. More Info.Lazard Enhanced Opportunities is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 61.80 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 Enhanced's earnings, one of the primary drivers of an investment's value.Lazard Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Lazard Enhanced's direct or indirect competition against its Year To Date 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 Enhanced could also be used in its relative valuation, which is a method of valuing Lazard Enhanced by comparing valuation metrics of similar companies.Lazard Enhanced is currently under evaluation in year to date return among similar funds.
Lazard Fundamentals
| Total Asset | 39.39 M | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 3.16 % | ||||
| One Year Return | 11.29 % | ||||
| Three Year Return | 4.58 % | ||||
| Five Year Return | 5.93 % | ||||
| Net Asset | 39.87 M | ||||
| Last Dividend Paid | 0.16 | ||||
| Cash Position Weight | 21.50 % | ||||
| Equity Positions Weight | (43.38) % |
About Lazard Enhanced Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Lazard Enhanced Opportunities's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Lazard Enhanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Lazard Enhanced Opportunities 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 fund seeks to achieve its investment objective over a full market cycle through a hedged strategy investing primarily in convertible fixed income and preferred securities . Although its investment focus is U.S. companies, the Portfolio also may invest in non-U.S. companies, including depositary receipts and shares. The fund is non-diversified.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Lazard Mutual Fund
Lazard Enhanced 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 Enhanced security.
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA |