LEVIX Lazard US Equity Concentrated Instl Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), VISA (NYSE:V), Oracle Corp (NYSE:ORCL), Analog Devices (NASDAQ:ADI).

The investment seeks long-term capital appreciation. The Portfolio invests primarily in equity securities, principally common stocks, of U.S. companies of any market capitalization. The Portfolio has a concentrated portfolio of investments, typically investing in 15 to 35 companies with market capitalizations generally greater than $350 million. The Portfolio seeks to outperform broad-based securities market indices, such as the S&P 500® Index, the Russell 1000® Index and the Russell 3000® Index. Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of U.S. companies. The fund is non-diversified.

The average market capitalization across the Lazard US Equity Concentrated Instl MF is 330.39B. The market cap for tickers in the group ranges from 18.37B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is LH at 18.37B.

The average weekly volume growth across all stocks in the Lazard US Equity Concentrated Instl MF was 40%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was 133%