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SUSLX Lazard US Sustainable Equity Open Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Home Depot (NYSE:HD), Accenture PLC (NYSE:ACN), Analog Devices (NASDAQ:ADI).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. Sustainable Companies. It may invest up to 20% of its assets in securities of non-U.S. companies, including those in emerging markets. Although the fund is classified as "diversified" under the Investment Company Act of 1940, as amended, it may invest in a smaller number of issuers than other, more diversified, investment portfolios.

Market Cap

The average market capitalization across the Lazard US Sustainable Equity Open MF is 864.46B. The market cap for tickers in the group ranges from 85.6B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is WM at 85.6B.

Volume

The average weekly volume growth across all stocks in the Lazard US Sustainable Equity Open MF was 16%. For the same stocks of the MF, the average monthly volume growth was 36% and the average quarterly volume growth was -13%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 36
Price Growth Rating: 40
SMR Rating: 38
Profit Risk Rating: 14
Seasonality Score: -48 (-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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SUSLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SUSLX has been closely correlated with FXAIX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if SUSLX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SUSLX
1D Price
Change %
SUSLX100%
-0.40%
FXAIX - SUSLX
93%
Closely correlated
-0.29%
VFINX - SUSLX
90%
Closely correlated
-0.29%
VFFSX - SUSLX
89%
Closely correlated
-0.29%
VTSMX - SUSLX
89%
Closely correlated
-0.24%
VTSAX - SUSLX
89%
Closely correlated
-0.24%
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