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LZFIX
Mutual Fund ticker: NASDAQ
AS OF
Jun 12 closing price
Price
$9.58
Change
+$0.04 (+0.42%)
Net Assets
47.47M

LZFIX Lazard Equity Franchise Inst Shr Forecast, Technical & Fundamental Analysis

The investment seeks total return consisting of appreciation and income... Show more

Category: #World Stock
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are CVS HEALTH Corp (NYSE:CVS), eBay (NASDAQ:EBAY).

Industry description

The investment seeks total return consisting of appreciation and income. The Portfolio invests primarily in equity securities, principally common stocks, of U.S. and non-U.S. companies, including those in emerging markets. It normally invests in equity securities listed on a national or other recognized securities exchange of companies that the Investment Manager considers to have an "economic franchise," meaning companies that have historically shown an ability to generate unleveraged returns, at or above their cost of capital, for long periods of time. The Portfolio may invest in the equity securities of any size company. It is non-diversified.

Market Cap

The average market capitalization across the Lazard Equity Franchise Inst Shr MF is 38.48B. The market cap for tickers in the group ranges from 348.67K to 100.37B. CVS holds the highest valuation in this group at 100.37B. The lowest valued company is NEXI at 348.67K.

Volume

The average weekly volume growth across all stocks in the Lazard Equity Franchise Inst Shr MF was 17%. For the same stocks of the MF, the average monthly volume growth was -33% and the average quarterly volume growth was -6%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 48
P/E Growth Rating: 34
Price Growth Rating: 50
SMR Rating: 44
Profit Risk Rating: 49
Seasonality Score: -13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
Lazard Funds Inc30 Rockefeller PlazaNew York
Phone
800-823-6300
Web
www.lazardnet.com
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LZFIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LZFIX has been closely correlated with DOXWX. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if LZFIX jumps, then DOXWX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LZFIX
1D Price
Change %
LZFIX100%
+0.42%
DOXWX - LZFIX
74%
Closely correlated
+0.26%
DODWX - LZFIX
72%
Closely correlated
+0.26%
PRAFX - LZFIX
67%
Closely correlated
+0.85%
PRIKX - LZFIX
67%
Closely correlated
+0.79%
CSPFX - LZFIX
64%
Loosely correlated
+0.29%
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