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LEOIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$8.75
Change
+$0.01 (+0.11%)
Net Assets
42.25M

LEOIX Lazard Enhanced Opportunities Instl Forecast, Technical & Fundamental Analysis

Category Trading
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are MongoDB (NASDAQ:MDB).

Industry description

The investment seeks capital appreciation. The fund seeks to achieve its investment objective over a full market cycle through a hedged strategy investing primarily in convertible fixed income and preferred securities (including those rated below investment grade ("junk")). Although its investment focus is U.S. companies, the Portfolio also may invest in non-U.S. companies, including depositary receipts and shares. The fund is non-diversified.

Market Cap

The average market capitalization across the Lazard Enhanced Opportunities Instl MF is 11.64B. The market cap for tickers in the group ranges from 6.76B to 26.12B. MDB holds the highest valuation in this group at 26.12B. The lowest valued company is GTLS at 6.76B.

Volume

The average weekly volume growth across all stocks in the Lazard Enhanced Opportunities Instl MF was -3%. For the same stocks of the MF, the average monthly volume growth was -70% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 46
P/E Growth Rating: 47
Price Growth Rating: 53
SMR Rating: 71
Profit Risk Rating: 57
Seasonality Score: 9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Trading

Profile
Fundamentals
Details
Category
Relative Value Arbitrage
Address
Lazard Funds Inc30 Rockefeller PlazaNew York
Phone
800-823-6300
Web
www.lazardnet.com
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LEOIX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that LEOIX and CVSOX have been poorly correlated (+17% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that LEOIX and CVSOX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LEOIX
1D Price
Change %
LEOIX100%
+0.11%
CVSOX - LEOIX
17%
Poorly correlated
+0.07%
ADANX - LEOIX
14%
Poorly correlated
-0.12%
QDARX - LEOIX
13%
Poorly correlated
-0.08%
CVSIX - LEOIX
12%
Poorly correlated
+0.07%
CVSCX - LEOIX
9%
Poorly correlated
N/A
More