Lazard Equity Concentrated Fund Manager Performance Evaluation
| RLUEX Fund | USD 14.10 0.16 1.12% |
The fund secures a Beta (Market Risk) of 0.064, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Lazard Us' returns are expected to increase less than the market. However, during the bear market, the loss of holding Lazard Us is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Lazard Equity Concentrated are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Lazard Us may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...moreLazard |
Lazard Us Relative Risk vs. Return Landscape
If you would invest 1,332 in Lazard Equity Concentrated on November 6, 2025 and sell it today you would earn a total of 94.00 from holding Lazard Equity Concentrated or generate 7.06% return on investment over 90 days. Lazard Equity Concentrated is currently producing 0.1226% returns and takes up 1.3437% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Lazard, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lazard Us Current Valuation
Fairly Valued
Today
Please note that Lazard Us' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Lazard Equity Concen secures a last-minute Real Value of $14.1 per share. The latest price of the fund is $14.1. We determine the value of Lazard Equity Concen from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Lazard Us is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lazard Mutual Fund. However, Lazard Us' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 14.1 | Real 14.1 | Hype 14.26 | Naive 13.75 |
The intrinsic value of Lazard Us' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Lazard Us' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Lazard Equity Concentrated helps investors to forecast how Lazard mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Lazard Us more accurately as focusing exclusively on Lazard Us' fundamentals will not take into account other important factors: Lazard Us Target Price Odds to finish over Current Price
The tendency of Lazard Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 14.10 | 90 days | 14.10 | about 27.21 |
Based on a normal probability distribution, the odds of Lazard Us to move above the current price in 90 days from now is about 27.21 (This Lazard Equity Concentrated probability density function shows the probability of Lazard Mutual Fund to fall within a particular range of prices over 90 days) .
Lazard Us Price Density |
| Price |
Predictive Modules for Lazard Us
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Lazard Equity Concen. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Lazard Us' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Lazard Us Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Lazard Us is not an exception. The market had few large corrections towards the Lazard Us' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Lazard Equity Concentrated, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Lazard Us within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.10 | |
β | Beta against Dow Jones | 0.06 | |
σ | Overall volatility | 0.61 | |
Ir | Information ratio | 0.04 |
Lazard Us Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Lazard Us for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Lazard Equity Concen can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Lazard Us Fundamentals Growth
Lazard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lazard Us, and Lazard Us fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lazard Mutual Fund performance.
| Price To Earning | 5.25 X | ||||
| Total Asset | 1.42 B | ||||
About Lazard Us Performance
Evaluating Lazard Us' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lazard Us has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Lazard Us has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. The Portfolio seeks to outperform broad-based securities market indices, such as the SP 500 Index, the Russell 1000 Index and the Russell 3000 Index. Under normal circumstances, the Portfolio invests at least 80 percent of its assets in equity securities of U.S. companies. The fund is non-diversified.Things to note about Lazard Equity Concen performance evaluation
Checking the ongoing alerts about Lazard Us for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lazard Equity Concen help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Lazard Us' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lazard Us' mutual fund performance include:- Analyzing Lazard Us' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lazard Us' stock is overvalued or undervalued compared to its peers.
- Examining Lazard Us' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lazard Us' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lazard Us' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lazard Us' mutual fund. These opinions can provide insight into Lazard Us' potential for growth and whether the stock is currently undervalued or overvalued.
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.
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