Lazard Global Equity Fund Quote
| GESIX Fund | USD 18.99 0.04 0.21% |
PerformanceSolid
| Odds Of DistressLow
|
Lazard Global is trading at 18.99 as of the 21st of July 2025; that is 0.21 percent down since the beginning of the trading day. The fund's open price was 19.03. Lazard Global has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The Portfolio invests primarily in equity securities, principally common stocks, of companies that the Investment Manager believes have strong andor improving financial productivity and are undervalued based on their earnings, cash flow or asset values. More on Lazard Global Equity
Moving together with Lazard Mutual Fund
Lazard Mutual Fund Highlights
| Fund Concentration | Lazard Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Lazard (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lazard Global Equity [GESIX] is traded in USA and was established 21st of July 2025. Lazard Global is listed under Lazard category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Lazard family. This fund currently has accumulated 97.58 M in assets under management (AUM) with minimum initial investment of 10 K. Lazard Global Equity is currently producing year-to-date (YTD) return of 3.62% with the current yeild of 0.01%, while the total return for the last 3 years was 11.81%.
Check Lazard Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lazard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lazard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lazard Global Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lazard Global Equity Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| MSFT | Microsoft | Stock | Information Technology | |
| JNJ | Johnson Johnson | Stock | Health Care |
Lazard Global Equity Risk Profiles
| Mean Deviation | 0.5774 | |||
| Semi Deviation | 0.5136 | |||
| Standard Deviation | 0.8094 | |||
| Variance | 0.6551 |
Lazard Global Against Markets
Other Information on Investing in Lazard Mutual Fund
Lazard Global financial ratios help investors to determine whether Lazard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lazard with respect to the benefits of owning Lazard Global security.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
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| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |