Lazard Enhanced Opportunities Fund Quote
| LEOIX Fund | USD 9.05 0.01 0.11% |
PerformanceSolid
| Odds Of DistressLow
|
Lazard Enhanced is trading at 9.05 as of the 19th of July 2025; that is 0.11 percent down since the beginning of the trading day. The fund's open price was 9.06. Lazard Enhanced has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund seeks to achieve its investment objective over a full market cycle through a hedged strategy investing primarily in convertible fixed income and preferred securities . Although its investment focus is U.S. companies, the Portfolio also may invest in non-U.S. More on Lazard Enhanced Opportunities
Lazard Mutual Fund Highlights
| Fund Concentration | Lazard Funds, Large Funds, Relative Value Arbitrage Funds, Relative Value Arbitrage, Lazard (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lazard Enhanced Opportunities [LEOIX] is traded in USA and was established 19th of July 2025. Lazard Enhanced is listed under Lazard category by Fama And French industry classification. The fund is listed under Relative Value Arbitrage category and is part of Lazard family. This fund now has accumulated 39.87 M in assets with no minimum investment requirementsLazard Enhanced Oppo is currently producing year-to-date (YTD) return of 5.73% with the current yeild of 0.05%, while the total return for the last 3 years was 8.03%.
Check Lazard Enhanced Probability Of Bankruptcy
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 Enhanced Opportunities 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 Enhanced Opportunities Mutual Fund Constituents
| FOLD | Amicus Therapeutics | Stock | Health Care | |
| MDB | MongoDB | Stock | Information Technology | |
| INVH | Invitation Homes | Stock | Real Estate | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| IWM | iShares Russell 2000 | Etf | Small Blend | |
| DVAX | Dynavax Technologies | Stock | Health Care | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| IEF | iShares 7 10 Year | Etf | Long Government |
Lazard Enhanced Oppo Risk Profiles
| Mean Deviation | 0.0937 | |||
| Standard Deviation | 0.1233 | |||
| Variance | 0.0152 | |||
| Downside Variance | 0.0211 |
Lazard Enhanced Against Markets
Other Information on Investing in Lazard Mutual Fund
Lazard Enhanced 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 Enhanced security.
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