LGI 📈 Lazard Global Total Return - Overview

Exchange: NYSE • Country: USA • Currency: USD • Type: Fund • ISIN: US52106W1036 • World Large-Stock Growth

LGI: Bonds, Stocks, Commodities, Currencies

Additional Sources for LGI Fund

LGI Fund Overview

Market Cap in USD 230m
Style World Large-Stock Growth
IPO / Inception 2004-04-28

LGI Fund Ratings

Growth 5y 52.3%
Fundamental -
Dividend 68.5%
Rel. Strength Industry 328
Analysts -
Fair Price Momentum 15.87 USD
Fair Price DCF -

LGI Dividends

Dividend Yield 12m 8.59%
Yield on Cost 5y 13.05%
Annual Growth 5y 0.88%
Payout Consistency 88.3%

LGI Growth Ratios

Growth Correlation 3m -75.7%
Growth Correlation 12m 90.7%
Growth Correlation 5y 59.6%
CAGR 5y 8.70%
CAGR/Mean DD 5y 0.78
Sharpe Ratio 12m 0.71
Alpha -13.01
Beta 1.11
Volatility 18.26%
Current Volume 76.3k
Average Volume 20d 54.1k
What is the price of LGI stocks?
As of December 22, 2024, the stock is trading at USD 16.01 with a total of 76,300 shares traded.
Over the past week, the price has changed by -3.15%, over one month by -1.33%, over three months by -5.88% and over the past year by +16.66%.
Is Lazard Global Total Return a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Lazard Global Total Return (NYSE:LGI) is currently (December 2024) ok to buy, but has to be watched. It has a Growth Technical Rating of 52.30 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of LGI as of December 2024 is 15.87. This means that LGI is currently overvalued and has a potential downside of -0.87%.
Is LGI a buy, sell or hold?
Lazard Global Total Return has no consensus analysts rating.
What are the forecast for LGI stock price target?
According to ValueRays Forecast Model, LGI Lazard Global Total Return will be worth about 17.7 in December 2025. The stock is currently trading at 16.01. This means that the stock has a potential upside of +10.62%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 17.7 10.6%