Lazard Capital Allocator Fund Quote
| LCAIX Fund | USD 10.88 0.01 0.09% |
PerformanceStrong
| Odds Of DistressLow
|
Lazard Capital is trading at 10.88 as of the 21st of July 2025; that is 0.09 percent up since the beginning of the trading day. The fund's open price was 10.87. Lazard Capital has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund utilizes an asset allocation strategy to invest in a global portfolio of uncorrelated assets that can include exposure, through underlying vehicles, to stocks, bonds, commodities and other investments. The Portfolio invests primarily in exchange-traded open-end management investment companies , generally those that pursue a passive index-based strategy, as well as actively managed closed-end management investment companies.. More on Lazard Capital Allocator
Moving together with Lazard Mutual Fund
Lazard Mutual Fund Highlights
| Fund Concentration | Lazard Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Lazard (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lazard Capital Allocator [LCAIX] is traded in USA and was established 21st of July 2025. Lazard Capital is listed under Lazard category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Lazard family. This fund now has accumulated 47.19 M in assets with minimum initial investment of 10 K. Lazard Capital Allocator is currently producing year-to-date (YTD) return of 6.27% with the current yeild of 0.01%, while the total return for the last 3 years was 9.44%.
Check Lazard Capital 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 Capital Allocator 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 Capital Allocator Mutual Fund Constituents
| FLJP | Franklin FTSE Japan | Etf | Japan Stock | |
| VGIT | Vanguard Intermediate Term Treasury | Etf | Intermediate Government | |
| VDC | Vanguard Consumer Staples | Etf | Consumer Defensive | |
| IEFA | iShares Core MSCI | Etf | Foreign Large Blend | |
| IPAY | Amplify ETF Trust | Etf | Miscellaneous Sector | |
| VIS | Vanguard Industrials Index | Etf | Industrials | |
| LQD | iShares iBoxx Investment | Etf | Corporate Bond | |
| XLI | Industrial Select Sector | Etf | Industrials |
Lazard Capital Allocator Risk Profiles
| Mean Deviation | 0.4165 | |||
| Semi Deviation | 0.3173 | |||
| Standard Deviation | 0.5915 | |||
| Variance | 0.3498 |
Lazard Capital Against Markets
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.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
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