Lazard Developing Markets Fund Quote
LDMOX Fund | USD 13.08 0.05 0.38% |
Performance6 of 100
| Odds Of DistressLess than 40
|
Lazard Developing is trading at 13.08 as of the 28th of March 2024; that is -0.38% down since the beginning of the trading day. The fund's open price was 13.13. Lazard Developing has about a 40 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Lazard Developing Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of September 2023 and ending today, the 28th of March 2024. Click here to learn more.
The Portfolio invests primarily in equity securities, principally common stocks, of non-U.S. companies whose principal activities are located in emerging market countries . Under normal circumstances, it invests at least 80 percent of its assets in equity securities of companies whose principal business activities are located in emerging market countries.. More on Lazard Developing Markets
Moving together with Lazard Mutual Fund
0.82 | STFGX | State Farm Growth | PairCorr |
0.86 | GLFOX | Lazard Global Listed | PairCorr |
0.86 | GLIFX | Lazard Global Listed | PairCorr |
0.91 | ICMPX | Lazard International | PairCorr |
0.89 | GDMIX | Lazard Global Dynamic | PairCorr |
0.89 | GDMOX | Lazard Global Dynamic | PairCorr |
0.91 | OCMPX | Lazard International | PairCorr |
Lazard Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Lazard Developing's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Lazard Developing or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Lazard Funds, Large Blend Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Lazard (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 1st of May 2023 |
Fiscal Year End | December |
Lazard Developing Markets [LDMOX] is traded in USA and was established 28th of March 2024. Lazard Developing is listed under Lazard category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Lazard family. This fund now has accumulated 103.62 M in assets with no minimum investment requirementsLazard Developing Markets is currently producing year-to-date (YTD) return of 3.57% with the current yeild of 0.02%, while the total return for the last 3 years was -8.15%.
Check Lazard Developing Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lazard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lazard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lazard Developing Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lazard Developing Markets Mutual Fund Constituents
BCAUF | Brilliance China Automotive | Pink Sheet | US Pink Sheet |
AHCHF | Anhui Conch Cement | Pink Sheet | Building Materials |
BABA | Alibaba Group Holding | Stock | Consumer Discretionary |
EDU | New Oriental Education | Stock | Consumer Discretionary |
NTES | NetEase | Stock | Communication Services |
PIAIF | Ping An Insurance | Pink Sheet | Insurance—Life |
TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information |
Lazard Developing Target Price Odds Analysis
Based on a normal probability distribution, the odds of Lazard Developing jumping above the current price in 90 days from now is about 5.59%. The Lazard Developing Markets probability density function shows the probability of Lazard Developing mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Lazard Developing has a beta of 0.179. This indicates as returns on the market go up, Lazard Developing average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Lazard Developing Markets will be expected to be much smaller as well. Additionally, lazard Developing Markets has an alpha of 0.0818, implying that it can generate a 0.0818 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Lazard Developing to move above the current price in 90 days from now is about 5.59 (This Lazard Developing Markets probability density function shows the probability of Lazard Mutual Fund to fall within a particular range of prices over 90 days) .
Lazard Developing Markets Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Lazard Developing market risk premium is the additional return an investor will receive from holding Lazard Developing long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Lazard Developing. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Lazard Developing's alpha and beta are two of the key measurements used to evaluate Lazard Developing's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.6649 | |||
Semi Deviation | 0.7559 | |||
Standard Deviation | 0.8426 | |||
Variance | 0.7099 |
Lazard Developing Against Markets
Picking the right benchmark for Lazard Developing mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Lazard Developing mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Lazard Developing is critical whether you are bullish or bearish towards Lazard Developing Markets at a given time. Please also check how Lazard Developing's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Lazard Developing without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Lazard Mutual Fund?
Before investing in Lazard Developing, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Lazard Developing. To buy Lazard Developing fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Lazard Developing. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Lazard Developing fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Lazard Developing Markets fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Lazard Developing Markets fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Lazard Developing Markets, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Lazard Developing Markets?
The danger of trading Lazard Developing Markets is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Lazard Developing is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Lazard Developing. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Lazard Developing Markets is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lazard Developing Markets. 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. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
Complementary Tools for Lazard Mutual Fund analysis
When running Lazard Developing's price analysis, check to measure Lazard Developing's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lazard Developing is operating at the current time. Most of Lazard Developing's value examination focuses on studying past and present price action to predict the probability of Lazard Developing's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lazard Developing's price. Additionally, you may evaluate how the addition of Lazard Developing to your portfolios can decrease your overall portfolio volatility.
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