Lazard Us Small Mid Fund Buy Hold or Sell Recommendation

LZCOX Fund  USD 11.73  0.24  2.09%   
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Lazard Us Small Mid is 'Strong Sell'. Macroaxis provides Lazard Us buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding LZCOX positions. The advice algorithm takes into account all of Lazard Us' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Lazard Us' buy or sell advice are summarized below:
Real Value
10.67
Hype Value
11.73
Market Value
11.73
Naive Value
11.76
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Lazard Us Small Mid given historical horizon and risk tolerance towards Lazard Us. When Macroaxis issues a 'buy' or 'sell' recommendation for Lazard Us Small Mid, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Lazard Us Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Lazard and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Lazard Us Small Mid. 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 persons.

Execute Lazard Us Buy or Sell Advice

The Lazard recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Lazard Us Small Mid. Macroaxis does not own or have any residual interests in Lazard Us Small Mid or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Lazard Us' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Lazard UsBuy Lazard Us
Strong Sell

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Lazard Us Small Mid has a Mean Deviation of 0.7221, Semi Deviation of 0.825, Standard Deviation of 0.9184, Variance of 0.8434, Downside Variance of 0.9887 and Semi Variance of 0.6806
Our investment recommendation tool can cross-verify current analyst consensus on Lazard Us Small Mid and to analyze the entity potential to grow in the current economic cycle. Use Lazard Us Small Mid price to earning, one year return, as well as the relationship between the One Year Return and equity positions weight to ensure your buy or sell decision on Lazard Us Small-mid is adequate.

Lazard Us Trading Alerts and Improvement Suggestions

The fund maintains 97.46% of its assets in stocks

Lazard Us Returns Distribution Density

The distribution of Lazard Us' historical returns is an attempt to chart the uncertainty of Lazard Us' future price movements. The chart of the probability distribution of Lazard Us daily returns describes the distribution of returns around its average expected value. We use Lazard Us Small Mid price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Lazard Us returns is essential to provide solid investment advice for Lazard Us.
Mean Return
0.10
Value At Risk
-1.31
Potential Upside
1.47
Standard Deviation
0.92
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Lazard Us historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Lazard Us Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Lazard Us or Lazard sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Lazard Us' price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Lazard fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.11
β
Beta against NYSE Composite-0.12
σ
Overall volatility
0.95
Ir
Information ratio -0.03

Lazard Us Volatility Alert

Lazard Us Small Mid has low volatility with Treynor Ratio of -0.75, Maximum Drawdown of 4.44 and kurtosis of 0.69. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Lazard Us' mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Lazard Us' mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Lazard Us Fundamentals Vs Peers

Comparing Lazard Us' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Lazard Us' direct or indirect competition across all of the common fundamentals between Lazard Us and the related equities. This way, we can detect undervalued stocks with similar characteristics as Lazard Us or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Lazard Us' fundamental indicators could also be used in its relative valuation, which is a method of valuing Lazard Us by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Lazard Us to competition
FundamentalsLazard UsPeer Average
Price To Earning19.62 X6.53 X
Price To Book2.06 X0.74 X
Price To Sales1.37 X0.61 X
Year To Date Return4.26 %0.39 %
One Year Return17.72 %4.15 %
Three Year Return1.44 %3.60 %
Five Year Return7.35 %3.24 %
Ten Year Return8.32 %1.79 %
Net Asset40.32 M4.11 B
Cash Position Weight2.54 %10.61 %
Equity Positions Weight97.46 %63.90 %

Lazard Us Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Lazard . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Lazard Us Buy or Sell Advice

When is the right time to buy or sell Lazard Us Small Mid? Buying financial instruments such as Lazard Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Lazard Us in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Penny
Penny Theme
Solid stocks, funds or ETFs with below average market capitalization and typicl daily price below 2. The Penny theme has 55 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Penny Theme or any other thematic opportunities.
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Check out Lazard Us Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.

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Please note, there is a significant difference between Lazard Us' value and its price as these two are different measures arrived at by different means. Investors typically determine if Lazard Us is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lazard Us' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.