Lazard US Equity Concentrated Portf... (LEVIX)
$13.88
-0.12 (-0.86%)
Rating:
Recommendation:
-
| Symbol | LEVIX |
|---|---|
| Price | $13.88 |
| Beta | 0.940 |
| Volume Avg. | - |
| Market Cap | 1.362B |
| Shares () | - |
| 52 Week Range | 13.88-17.27 |
| 1y Target Est | - |
| DCF Unlevered | LEVIX DCF -> | |
|---|---|---|
| DCF Levered | LEVIX LDCF -> | |
| ROE | - | |
| ROA | - | |
| Operating Margin | - | |
| Debt / Equity | - | |
| P/E | 21.68 | Strong Buy |
| P/B | - |
About
Download (Excel)The Portfolio invests primarily in equity securities, principally common stocks, of U.S. companies of any market capitalization. The Portfolio has a concentrated portfolio of investments, typically investing in 15 to 35 companies with market capitalizations generally greater than $350 million. The Portfolio seeks to outperform broad-based securities market indices, such as the S&P 500® Index, the Russell 1000® Index and the Russell 3000® Index. Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of U.S. companies. The fund is non-diversified.