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 Inst MF is 865.38B. 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 Inst MF was 261%. For the same stocks of the MF, the average monthly volume growth was 264% and the average quarterly volume growth was -16%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 42
Price Growth Rating: 45
SMR Rating: 38
Profit Risk Rating: 15
Seasonality Score: -32 (-100 ... +100)