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.