SUSTX Lazard US Sustainable Equity Inst Forecast, Technical & Fundamental Analysis

A.I.Advisor

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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 865.69B. 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 -24%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 12%

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: 39

Price Growth Rating: 41

SMR Rating: 38

Profit Risk Rating: 14

Seasonality Score: 36 (-100 ... +100)

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A.I. Advisor

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Fundamentals

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	1 Day
INVTX	21.53	N/A	N/A
Evolutionary Tree Innovators A
LCBEX	34.15	-0.03	-0.09%
ClearBridge Dividend Strategy IS
TIQIX	26.75	-0.24	-0.89%
Touchstone Non-US ESG Equity Y
FIJYX	35.30	-0.51	-1.42%
Fidelity Advisor Biotechnology Z
ADNPX	14.94	-0.26	-1.71%
American Beacon ARK Transfmt Innov Inv

SUSTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SUSTX has been closely correlated with FXAIX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if SUSTX jumps, then FXAIX could also see price increases.

Ticker / NAME	Correlation To SUSTX	1D Price Change %
SUSTX	100%	+0.20%
FXAIX - SUSTX	94% Closely correlated	+0.03%
VFFSX - SUSTX	90% Closely correlated	+0.03%
VFIAX - SUSTX	90% Closely correlated	+0.03%
VFINX - SUSTX	90% Closely correlated	+0.03%
VTSAX - SUSTX	89% Closely correlated	-0.06%
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