Lazard Global Fundamental Relationships

The Drivers Module shows relationships between Lazard Global's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Lazard Global Equity Inc Instl Acc L over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Lazard Global Equity Year to Date Return vs. Equity Positions Weight Fundamental Analysis

Lazard Global Equity Inc Instl Acc L is currently considered the top fund in equity positions weight among similar funds. It is currently considered the top fund in year to date return among similar funds creating about  0.03  of Year to Date Return per Equity Positions Weight. The ratio of Equity Positions Weight to Year to Date Return for Lazard Global Equity Inc Instl Acc L is roughly  35.35 
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Lazard Global 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
96.87%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of current fiscal year. In other words YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Lazard Global 
YTD Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
2.74%
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

Lazard Global Year to Date Return Comparison

Lazard Global Fundamental Comparison

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