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LUSOX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$11.46
Change
-$0.42 (-3.54%)
Net Assets
62.18M

LUSOX Lazard US Systematic Small Cap Eq Open Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The Portfolio invests primarily in equity securities, principally common stocks, of small capitalization U.S. companies. Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of small cap U.S. companies. The Portfolio may invest up to 20% of its assets in other securities which need not be equity securities of small cap U.S. companies, including investments in larger U.S. companies and in non-U.S. companies, including securities of emerging markets companies traded on a U.S. exchange.

Market Cap

The average market capitalization across the Lazard US Systematic Small Cap Eq Open MF is 16.77B. The market cap for tickers in the group ranges from 4.28B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is IESC at 4.28B.

Volume

The average weekly volume growth across all stocks in the Lazard US Systematic Small Cap Eq Open MF was -46%. For the same stocks of the MF, the average monthly volume growth was -38% and the average quarterly volume growth was -64%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 57
Price Growth Rating: 43
SMR Rating: 38
Profit Risk Rating: 16
Seasonality Score: 23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Lazard Funds Inc30 Rockefeller PlazaNew York
Phone
800-823-6300
Web
www.lazardnet.com
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LUSOX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LUSOX has been closely correlated with FSSNX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if LUSOX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LUSOX
1D Price
Change %
LUSOX100%
-1.00%
FSSNX - LUSOX
97%
Closely correlated
-1.18%
FTHFX - LUSOX
95%
Closely correlated
-1.47%
VSCIX - LUSOX
94%
Closely correlated
-1.13%
NAESX - LUSOX
94%
Closely correlated
-1.13%
VSCPX - LUSOX
93%
Closely correlated
-1.13%
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