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Lazard Retirement Global Dynamic Multi-asset Portfolio Service Shares (0P0000VPTZ)

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13.300 +0.010    +0.08%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Lazard
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 225.36M
Lazard Retirement Global Dynamic Multi Asset Portf 13.300 +0.010 +0.08%

Lazard Retirement Global Dynamic Multi-asset Portfolio Service Shares Overview

 
Find basic information about the Lazard Retirement Global Dynamic Multi-asset Portfolio Service Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000VPTZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US5210717873)
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Rating
1-Year Change16.07%
Prev. Close13.29
Risk Rating
TTM Yield0%
ROE33.23%
IssuerLazard
Turnover30%
ROA12.68%
Inception DateApr 30, 2012
Total Assets225.36M
Expenses1.05%
Min. InvestmentN/A
Market Cap109.67B
CategoryWorld Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1124 1065 1229 1092 1224 1601
Fund Return 12.35% 6.49% 22.92% 2.97% 4.13% 4.82%
Place in category 26 23 31 32 53 26
% in Category 31 33 29 66 89 51

Top Equity Funds by Lazard

  Name Rating Total Assets YTD% 3Y% 10Y%
  Lazard Global Listed Infrastructur 8.53B 6.54 7.23 8.71
  Lazard International Strategic Eq I 2.98B 1.70 -1.33 3.79
  Lazard Emerging Markets Equity Inst 3B 11.53 4.95 2.87
  Lazard International Equity Instl 830.37M 8.71 1.82 4.24
  Lazard Emerging Markets Equity Open 279.2M 11.32 4.67 2.60

Top Funds for World Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Capital Income Bldr 63.23B 11.50 5.15 5.60
  First Eagle Global I 37.2B 16.17 7.37 7.69
  American Funds Capital Income Bld 17.77B 11.79 5.49 5.93
  American Funds Global Balanced R6 14.36B 8.40 2.39 5.24
  First Eagle Global A 15.09B 15.95 7.12 7.41

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 2.45 234.93 -0.06%
  NVIDIA US67066G1040 2.18 135.35 -1.15%
  Microsoft US5949181045 1.93 422.99 -1.17%
iShares MSCI World ETF - 1.33 - -
  Colgate-Palmolive US1941621039 1.23 96.74 +0.17%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy BUY Strong Buy
Summary Strong Buy Buy Strong Buy
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