Lazard Capital is trading at 11.34 as of the 27th of November 2025; that is 0.80 percent up since the beginning of the trading day. The fund's open price was 11.25. Lazard Capital has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 29th of August 2025 and ending today, the 27th of November 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. The Portfolio invests primarily in exchange-traded open-end management investment companies , generally those that pursue a passive index-based strategy, as well as actively managed closed-end management investment companies.. More on Lazard Capital Allocator
Lazard Capital Allocator [LCAOX] is traded in USA and was established 27th of November 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 49.39 M in assets with no minimum investment requirementsLazard Capital Allocator is currently producing year-to-date (YTD) return of 6.81% with the current yeild of 0.01%, while the total return for the last 3 years was 8.99%.
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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 Capital Allocator 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 Capital Allocator Mutual Fund Constituents
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.