Lazard Capital Allocator Fund Quote

LCAIX Fund  USD 11.21  0.01  0.09%   

Performance

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Lazard Capital is trading at 11.21 as of the 12th of September 2025; that is 0.09 percent down since the beginning of the trading day. The fund's open price was 11.22. Lazard Capital has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 14th of June 2025 and ending today, the 12th of September 2025. Click here to learn more.
The fund utilizes an asset allocation strategy to invest in a global portfolio of uncorrelated assets that can include exposure, through underlying vehicles, to stocks, bonds, commodities and other investments. Lazard Opportunistic is traded on NASDAQ Exchange in the United States.. More on Lazard Capital Allocator

Moving together with Lazard Mutual Fund

  0.95LZEMX Lazard Emerging MarketsPairCorr

Lazard Mutual Fund Highlights

Fund ConcentrationLazard Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Lazard (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Lazard Capital Allocator [LCAIX] is traded in USA and was established 12th of September 2025. Lazard Capital is listed under Lazard category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Lazard family. This fund now has accumulated 47.19 M in assets with minimum initial investment of 10 K. Lazard Capital Allocator is currently producing year-to-date (YTD) return of 7.06% with the current yeild of 0.01%, while the total return for the last 3 years was 9.45%.
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Instrument Allocation

Top Lazard Capital Allocator Mutual Fund Constituents

IXGiShares Global FinancialsEtfFinancial
SPYSPDR SP 500EtfLarge Blend
VCITVanguard Intermediate Term CorporateEtfCorporate Bond
IWSiShares Russell Mid CapEtfMid-Cap Value
IWDiShares Russell 1000EtfLarge Value
VISVanguard Industrials IndexEtfIndustrials
RVTRoyce Value ClosedStockFinancials
FHLCFidelity MSCI HealthEtfHealth
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Lazard Capital Allocator Risk Profiles

Lazard Capital Against Markets

Other Information on Investing in Lazard Mutual Fund

Lazard Capital 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 Capital security.
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