Industry description
The investment seeks total return consisting of appreciation and income.
Under normal circumstances, the portfolio invests at least 80% of its assets in equity securities of companies that the Investment Manager considers to have an “economic franchise.” Such companies are identified by the Investment Manager as having historically shown an ability to generate unleveraged returns, at or above their cost of capital. The portfolio invests primarily in equity securities, principally common stocks, of U.S. and non-U.S. companies, including those in emerging markets. The Portfolio may invest in the equity securities of any size company. It is non-diversified.
Market Cap
The average market capitalization across the Lazard Equity Franchise Inst Shr MF is 28.52B. The market cap for tickers in the group ranges from 139 to 24.51B. FISV holds the highest valuation in this group at 24.51B. The lowest valued company is NEXI at 139.
Volume
The average weekly volume growth across all stocks in the Lazard Equity Franchise Inst Shr MF was 62%. For the same stocks of the MF, the average monthly volume growth was 58% and the average quarterly volume growth was 24%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 40
P/E Growth Rating: 49
Price Growth Rating: 57
SMR Rating: 58
Profit Risk Rating: 78
Seasonality Score: -12 (-100 ... +100)