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Lazard Opportunistic Strategies Portfolio Institutional Shares (LCAIX)

US Funds

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10.24 +0.19 +1.89%

14/03 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 29.74M

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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	9.81	9.81	0.00
Stocks	74.99	74.99	0.00
Bonds	13.26	13.26	0.00
Preferred	0.67	0.67	0.00
Other	1.27	9.53	8.26

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.25	16.72
Price to Book	3.55	2.77
Price to Sales	2.58	1.85
Price to Cash Flow	14.55	10.54
Dividend Yield	1.35	2.37
5 Years Earnings Growth	10.42	11.33

Sector Allocation

Name	Net %	Category Average
Technology	37.71	22.71
Financial Services	11.19	15.70
Healthcare	10.82	10.58
Consumer Cyclical	10.80	10.62
Communication Services	8.71	8.16
Industrials	8.08	10.65
Consumer Defensive	4.62	6.94
Energy	2.46	4.81
Utilities	1.94	3.05
Real Estate	1.89	4.95
Basic Materials	1.77	4.30

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	14.76	517.46	+2.05%
Vanguard S&P 500 Growth	US9219325050	14.76	341.98	+2.58%
Vanguard Long-Term Government Bond	US92206C8477	10.10	57.06	-0.51%
Vanguard S&P 500 Value	US9219327031	10.02	182.47	+1.54%
Invesco QQQ Trust	US46090E1038	6.86	479.66	+2.42%
iShares Expanded Tech-Software	US4642875151	6.65	91.66	+3.81%
iShares Russell 2000	US4642876555	6.17	202.89	+2.42%
Vanguard Mega Cap	US9219108738	6.01	203.45	+2.13%
Aeih84270 Trs Usd R E Aeih84270 Re	-	5.69	-	-
iShares MSCI Japan	US46434G8226	5.02	70.35	+1.57%

Top Equity Funds by Lazard

Name	Total Assets	YTD%	3Y%	10Y%
Lazard Global Listed Infrastructur	8.73B	4.80	7.96	8.30
Lazard Emerging Markets Equity Inst	3.14B	4.46	6.27	3.75
Lazard International Strategic Eq I	2.25B	6.84	3.09	3.98
Lazard International Equity Instl	899.6M	9.16	6.65	4.48
Lazard Global Listed Infrastructure	276.84M	4.73	7.65	8.02

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