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LWCPX

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Analysis and statistics

  • Open
    9.2557$
  • Previous Close
    9.2557$
  • 52 Week Change
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  • Day Range
    0.00$
  • 52 Week High/Low
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  • Dividend Per Share
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  • Market cap
    --$
  • EPS
    --
  • Beta
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  • Volume
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About

LWCPX.US refers to the Lazard US Strategic Core Equity Portfolio Institutional Shares. This is a mutual fund managed by Lazard Asset Management LLC that seeks long-term growth of capital by investing primarily in equity securities of U.S. companies. The fund's investment strategy focuses on identifying companies with strong fundamentals, attractive valuations, and sustainable competitive advantages. The .US suffix indicates that the information pertains to the fund as traded or tracked within the United States.

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Factors

Expense Ratio: Higher expense ratios directly reduce net returns.

Management Style: Active management seeks to outperform, but incurs higher costs and may underperform.

Market Conditions: Broad market trends, economic indicators, and investor sentiment impact fund performance.

Underlying Holdings: Performance of stocks/bonds held significantly influence the fund's value.

Fund Size: Large funds can face challenges in maintaining agility and outperforming benchmarks.

Interest Rate Changes: Interest rate hikes can negatively affect bond values, impacting the fund.

Credit Risk: Risk of issuers defaulting on debt obligations can erode fund value.

Liquidity Risk: Difficulty selling fund holdings at desired prices impacts returns.

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