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Lazard Us Equity Concentrated Portfolio Institutional Shares (LEVIX)

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4.02 +0.03    +0.75%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Lazard
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 48.91M
Lazard US Equity Concentrated Instl 4.02 +0.03 +0.75%

Lazard Us Equity Concentrated Portfolio Institutional Shares Overview

 
Find basic information about the Lazard Us Equity Concentrated Portfolio Institutional 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 LEVIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US52106N6168)
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Rating
1-Year Change - 52.87%
Prev. Close3.99
Risk Rating
TTM Yield1.12%
ROE16.02%
IssuerLazard
Turnover67%
ROA5.58%
Inception Date38625
Total Assets48.91M
Expenses0.94%
Min. Investment10,000
Market Cap55.13B
CategoryLarge Blend
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Lazard Us Equity Concentrated Portfolio Institutional Shares Analysis


David Trainer
Now’s The Time To Buy This Discounted Tech Giant By David Trainer - Apr 01, 2018

When the market drops sharply, as it did last week, investors get the chance to buy great companies at a discount. This company has an unprecedented history of growth and...

Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1159 1039 1222 1142 1531 2463
Fund Return 15.93% 3.88% 22.24% 4.52% 8.89% 9.43%
Place in category 1329 1297 1304 1249 1158 841
% in Category 96 92 94 98 99 94

Top Equity Funds by Lazard

  Name Rating Total Assets YTD% 3Y% 10Y%
  Lazard Global Listed Infrastructur 8.15B 9.49 8.55 8.83
  Lazard Emerging Markets Equity Inst 2.98B 8.91 5.68 2.78
  Lazard International Strategic Eq I 2.33B 2.48 1.10 3.80
  Lazard International Equity Instl 798.81M 8.64 3.76 4.13
  Lazard Emerging Markets Equity Open 270.03M 11.32 4.67 2.60

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 740.1B 27.63 10.36 -
  Fidelity 500 Index Institutional Pr 631.62B 28.05 11.42 13.34
  Vanguard 500 Index Admiral 577.55B 28.02 11.39 13.31
  Vanguard Total Stock Market Admiral 421.1B 27.60 10.34 12.84
  Vanguard 500 Index Institutional Se 204.82B 28.06 11.42 -

Top Holdings

Name ISIN Weight % Last Change %
  Marvell US5738741041 13.90 115.95 +1.93%
  Amazon.com US0231351067 8.53 229.05 +1.77%
  Broadcom US11135F1012 6.59 239.68 +3.15%
  Lantheus Holdings Inc US5165441032 5.99 91.30 +0.32%
  DigitalOcean Holdings US25402D1028 5.47 35.58 -0.28%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Strong Sell
Technical Indicators Sell Sell Sell
Summary Strong Sell Strong Sell Strong Sell
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