Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOGL), VISA (NYSE:V), Oracle Corp (NYSE:ORCL), Analog Devices (NASDAQ:ADI).
Industry description
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.
Market Cap
The average market capitalization across the Lazard US Equity Concentrated R6 MF is 329.93B. 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.
Volume
The average weekly volume growth across all stocks in the Lazard US Equity Concentrated R6 MF was -23%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 38%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 43
Price Growth Rating: 46
SMR Rating: 45
Profit Risk Rating: 43
Seasonality Score: 4 (-100 ... +100)