Lazard Emerging Markets Fund Quote
| LZOEX Fund | USD 17.76 0.09 0.51% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Lazard Emerging is trading at 17.76 as of the 18th of April 2024; that is 0.51 percent up since the beginning of the trading day. The fund's open price was 17.67. Lazard Emerging has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Lazard Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
The fund invests primarily in equity securities, principally common stocks, of non-U.S. companies whose principal activities are located in emerging market countries and that the Investment Manager believes are undervalued based on their earnings, cash flow or asset values. More on Lazard Emerging Markets
Moving together with Lazard Mutual Fund
| 0.94 | GDMIX | Lazard Global Dynamic | PairCorr |
| 0.94 | GDMOX | Lazard Global Dynamic | PairCorr |
| 0.95 | OCMPX | Lazard International | PairCorr |
| 0.9 | LZCOX | Lazard Small Mid | PairCorr |
| 1.0 | LZEMX | Lazard Emerging Markets | PairCorr |
| 0.97 | LZESX | Lazard International | PairCorr |
Lazard Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Lazard Emerging's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Lazard Emerging or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Lazard Funds, Large Value Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Lazard (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lazard Emerging Markets [LZOEX] is traded in USA and was established 18th of April 2024. Lazard Emerging is listed under Lazard category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Lazard family. This fund now has accumulated 2.69 B in assets with no minimum investment requirementsLazard Emerging Markets is currently producing year-to-date (YTD) return of 4.05% with the current yeild of 0.03%, while the total return for the last 3 years was 0.43%.
Check Lazard Emerging 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 Emerging Markets 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 Emerging Markets Mutual Fund Constituents
| CICHF | China Construction Bank | Pink Sheet | Banks—Diversified |
| NTES | NetEase | Stock | Communication Services |
| BIDU | Baidu Inc | Stock | Communication Services |
| IEMG | iShares Core MSCI | Etf | Diversified Emerging Mkts |
| VWO | Vanguard FTSE Emerging | Etf | Diversified Emerging Mkts |
| YPF | YPF Sociedad Anonima | Stock | Energy |
Lazard Emerging Target Price Odds Analysis
Based on a normal probability distribution, the odds of Lazard Emerging jumping above the current price in 90 days from now is about 55.8%. The Lazard Emerging Markets probability density function shows the probability of Lazard Emerging mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Lazard Emerging has a beta of 0.8417. This indicates as returns on the market go up, Lazard Emerging average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Lazard Emerging Markets will be expected to be much smaller as well. Additionally, lazard Emerging Markets has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Lazard Emerging to move above the current price in 90 days from now is about 55.8 (This Lazard Emerging Markets probability density function shows the probability of Lazard Mutual Fund to fall within a particular range of prices over 90 days) .
Lazard Emerging Markets Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Lazard Emerging market risk premium is the additional return an investor will receive from holding Lazard Emerging long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Lazard Emerging. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Lazard Emerging's alpha and beta are two of the key measurements used to evaluate Lazard Emerging's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5978 | |||
| Semi Deviation | 0.8184 | |||
| Standard Deviation | 0.7639 | |||
| Variance | 0.5836 |
Lazard Emerging Against Markets
Picking the right benchmark for Lazard Emerging mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Lazard Emerging mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Lazard Emerging is critical whether you are bullish or bearish towards Lazard Emerging Markets at a given time. Please also check how Lazard Emerging's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Lazard Emerging without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Lazard Mutual Fund?
Before investing in Lazard Emerging, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Lazard Emerging. To buy Lazard Emerging fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Lazard Emerging. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Lazard Emerging fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Lazard Emerging Markets fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Lazard Emerging Markets fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Lazard Emerging Markets, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Lazard Emerging Markets?
The danger of trading Lazard Emerging Markets is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Lazard Emerging is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Lazard Emerging. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Lazard Emerging Markets is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lazard Emerging Markets. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Lazard Emerging Markets information on this page should be used as a complementary analysis to other Lazard Emerging's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.