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Lazard Opportunistic Strategies Portfolio Institutional Shares (LCAIX)

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11.18 -0.23 -2.02%

10/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 23.43M

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LCAIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Lazard Capital Allocator Oppc Str Instl (LCAIX) fund. Our Lazard Capital Allocator Oppc Str Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	9.95	10.16	0.21
Shares	69.47	69.47	0.00
Bonds	17.70	17.70	0.00
Preferred	0.75	0.75	0.00
Other	2.13	10.93	8.80

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.26	16.59
Price to Book	3.02	2.60
Price to Sales	2.23	1.78
Price to Cash Flow	12.51	10.05
Dividend Yield	1.60	2.50
5 Years Earnings Growth	10.62	10.55

Sector Allocation

Name	Net %	Category Average
Technology	31.41	22.35
Financial Services	17.01	16.00
Consumer Cyclical	10.08	10.44
Healthcare	9.50	10.43
Industrials	8.90	10.95
Communication Services	8.60	8.48
Consumer Defensive	5.15	6.75
Energy	2.87	4.63
Real Estate	2.28	5.08
Utilities	2.25	2.92
Basic Materials	1.95	4.43

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 16

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Vanguard S&P 500	US9229083632	16.06	600.51	-2.69%
Vanguard S&P 500 Growth	US9219325050	15.38	426.99	-3.05%
Vanguard Long-Term Government Bond	US92206C8477	14.04	57.53	+1.41%
Vanguard S&P 500 Value	US9219327031	11.41	195.54	-2.22%
iShares Russell 2000	US4642876555	6.35	237.79	-2.99%
Aeii44108 Trs Usd R E Aeii44108 Re	-	6.22	-	-
iShares MSCI Japan	US46434G8226	5.85	78.36	-3.91%
Invesco QQQ Trust	US46090E1038	5.26	589.50	-3.47%
iShares iBoxx $ Investment Grade Corporate Bond	US4642872422	3.71	111.35	+0.28%
Aeii32400 Trs Usd R E Aeii32400 Trs Re	-	3.28	-	-

Top Equity Funds by Lazard

Name	Total Assets	YTD%	3Y%	10Y%
Lazard Global Listed Infrastructur	10.32B	17.99	15.26	9.72
Lazard Emerging Markets Equity Inst	5.18B	28.40	23.85	8.47
Lazard International Strategic Eq I	1.54B	24.47	18.04	6.73
Lazard International Equity Instl	1.01B	30.10	22.90	7.15
Lazard Emerging Markets Equity Open	331.86M	28.18	23.54	8.20

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