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LADFX

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1d
1w
1m

Analysis and statistics

  • Open
    25.668$
  • Previous Close
    25.668$
  • 52 Week Change
    --
  • Day Range
    0.00$
  • 52 Week High/Low
    --
  • Dividend Per Share
    --
  • Market cap
    --$
  • EPS
    --
  • Beta
    --
  • Volume
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About

LADFX.US refers to the US ticker symbol for the Lazard Retirement Global Balanced Fund Class Open Shares. It's a mutual fund offered by Lazard Asset Management that aims to provide a balance between income and capital appreciation by investing in a diversified portfolio of global stocks and bonds. Investors looking for a globally diversified, balanced approach may find this fund suitable for their retirement portfolios.

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Factors

Fund Performance: Strong historical returns and consistent outperformance relative to its benchmark index tend to attract investors, driving up demand and consequently, the price.

Interest Rates: Rising interest rates can make bond funds like LADFX less attractive compared to newly issued bonds with higher yields, potentially leading to price declines.

Credit Risk: Changes in the perceived creditworthiness of the bonds held in the fund's portfolio can significantly impact its price. Downgrades lead to lower prices.

Inflation Expectations: High inflation erodes the real value of fixed-income investments. Rising inflation expectations often cause bond prices, including those in LADFX, to fall.

Market Sentiment: Overall investor confidence and risk appetite play a role. In risk-off environments, investors may sell bond funds, pushing prices down.

Fund Flows: Large inflows of capital into the fund can drive up the price, while significant outflows can force the fund to sell assets, potentially leading to price decreases.

Expense Ratio: While not a direct driver of daily price fluctuations, a higher expense ratio can make a fund less competitive, indirectly affecting its long-term price performance.

Maturity and Duration: Funds with longer average maturities and durations are more sensitive to interest rate changes. Increases in interest rates result in lower fund prices.

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