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Lazard Opportunistic Strategies Portfolio Institutional Shares (LCAIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
9.38
+0.04
(+0.43%)
At close: 08:01PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Overall portfolio composition (%)
Cash
13.32%
Stocks
74.64%
Bonds
11.88%
Others
0.01%
Preferred
0.00%
Convertible
0.15%
Sector weightings (%)
Sector(s)
LCAIX
Basic materials
1.86%
Consumer cyclical
5.74%
Financial services
10.64%
Property
1.71%
Consumer defensive
7.66%
Healthcare
12.55%
Utilities
1.68%
Communication services
4.12%
Energy
1.52%
Industrials
14.38%
Technology
12.76%
Equity holdings
Average
LCAIX
Category average
Price/Earnings
0.04
21.77
Price/book
0.33
2.97
Price/sales
0.48
2.15
Price/Cash flow
0.07
13.79
Median market cap
50,186.03
75,685.47
3-year earnings growth
13.74
14.22
Bond holdings
Average
LCAIX
Category average
Maturity
N/A
4.39
Duration
2.01
6.14
Credit quality
N/A
N/A
Bond ratings
Sector(s)
LCAIX
US government
7.34%
AAA
N/A
AA
N/A
A
N/A
BBB
N/A
BB
N/A
B
N/A
Below B
N/A
Others
N/A
Top 9 holdings (69.90% of total assets)
Get quotes for top holdings
Name
Symbol
% assets
XLV
XLV
5.77%
SHY
SHY
9.66%
TLT
TLT
3.58%
IWM
IWM
8.05%
VDC
VDC
4.44%
VIS
VIS
8.70%
VCIT
VCIT
4.69%
VOO
VOO
16.43%
VOOV
VOOV
8.58%
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