The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), VISA (NASDAQ:V), Unitedhealth Group (NASDAQ:UNH), Analog Devices (NASDAQ:ADI).
The investment seeks long-term capital appreciation.
Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of U.S. companies. It may invest up to 20% of its assets in securities of non-U.S. companies. Although the Portfolio generally focuses on large cap companies, the market capitalizations of issuers in which the Portfolio invests may vary with market conditions and the Portfolio also may invest in mid cap and small cap companies. It is non-diversified.
The average market capitalization across the Lazard US Equity Focus Instl MF is 519.84B. The market cap for tickers in the group ranges from 64.76B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is ICE at 64.76B.
The average weekly volume growth across all stocks in the Lazard US Equity Focus Instl MF was -11%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -3%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 56
P/E Growth Rating: 49
Price Growth Rating: 39
SMR Rating: 36
Profit Risk Rating: 25
Seasonality Score: 7 (-100 ... +100)