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RLUEX Lazard US Equity Concentrated R6 Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

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 329.82B. 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 21%. For the same stocks of the MF, the average monthly volume growth was 47% and the average quarterly volume growth was 19%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 44
Price Growth Rating: 41
SMR Rating: 46
Profit Risk Rating: 43
Seasonality Score: 30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

A.I.dvisor tells us that RLUEX and VFFSX have been poorly correlated (+15% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that RLUEX and VFFSX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RLUEX
1D Price
Change %
RLUEX100%
-1.80%
VFFSX - RLUEX
15%
Poorly correlated
-1.31%
VSTSX - RLUEX
15%
Poorly correlated
-1.31%
FXAIX - RLUEX
14%
Poorly correlated
-1.31%
VTSAX - RLUEX
13%
Poorly correlated
-1.31%
VSMPX - RLUEX
13%
Poorly correlated
-1.30%
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