Nasdaq - Delayed Quote • USD
Lazard US Equity Focus Open (LZUOX)
At close: 8:00 PM EDT
Fund Summary
Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of U.S. companies. It may invest up to 20% of its assets in securities of non-U.S. companies. Although the Portfolio generally focuses on large cap companies, the market capitalizations of issuers in which the Portfolio invests may vary with market conditions and the Portfolio also may invest in mid cap and small cap companies. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.25% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 8.33% |
| 5y Average Return | 12.38% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LZUOX | Category Average | LZUOX | Category Average | LZUOX | Category Average | |
| Alpha | -3.65 | -0.01 | -1.94 | -0.01 | -1.85 | -0.01 |
| BETA | 0.91 | 0.01 | 0.97 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.53 | 0.01 | 1.17 | 0.01 | 0.92 | 0.01 |
| R-squared | 97 | 0.94 | 97.08 | 0.95 | 96.68 | 0.95 |
| Standard Deviation | 16.48 | 0.17 | 17.87 | 0.19 | 15.1 | 0.15 |
| Sharpe Ratio | 0.19 | 0 | 0.66 | 0.01 | 0.62 | 0.01 |
| Treynor Ratio | 2.12 | 0.03 | 11.26 | 0.1 | 9 | 0.1 |
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