Lazard EM Fundamental Relationships

IE00B4P2Z363 -- Ireland Fund  

EUR 80.93  1.78  2.15%

The Drivers Module shows relationships between Lazard EM's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Lazard EM TotRet Dbt Instl B EUR Hdg over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Lazard EM TotRet Cash Position Weight vs. Three Year Return Fundamental Analysis

Lazard EM TotRet Dbt Instl B EUR Hdg is currently considered the top fund in three year return among similar funds. It is currently considered the top fund in cash position weight among similar funds creating about  30.60  of Cash Position Weight per Three Year Return.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Lazard EM 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
0.63 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Lazard EM 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
19.28 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Lazard EM TotRet Cash Position Weight Comparison

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