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Lazard Global Listed Infrastructure Inst (GLIFX) Fund Ranking and Research

Ranking, Research and Recommendation of Lazard Global Listed Infrastructure Inst (GLIFX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Lazard Global Listed Infrastructure Inst Fund (GLIFX) ManagerFund Manager - Warryn Robertson

Fund Manager Information

Fund Manager Tenure: 8.0 years
Fund Family: Lazard
Fund Category: Infrastructure
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.88)     (What does this score mean?)

 

Graph of Lazard Global Listed Infrastructure Inst Fund (GLIFX) ProfileLazard Global Listed Infrastructure Inst Fund (GLIFX) Profile

Fund Profile and Description

Lazard Global Listed Infrastructure Inst Fund seeks total return. Lazard Global Listed Infrastructure Inst Fund invests primarily in equity securities, principally common stocks, of infrastructure companies with a minimum market capitalization of $250 million that own physical infrastructure and which the Investment Manager believes are undervalued. It invests at least 80% of assets in equity securities of infrastructure companies and normally at least 40% of asset in infrastructure companies organized or located outside the U.S. or doing substantial amount of business outside the U.S. Lazard Global Listed Infrastructure Inst Fund may invest in equity securities of companies with some business activities located in emerging market countries.

 

Lazard Global Listed Infrastructure Inst (GLIFX) Fund Strength What we like about Lazard Global Listed Infrastructure Inst (GLIFX) Fund

Data for Lazard Global Listed Infrastructure Inst Fund (GLIFX) as of May 30, 2016

  • Lazard Global Listed Infrastructure Inst Fund (GLIFX) management has been with Lazard Global Listed Infrastructure Inst Fund for 8.0 years
  • Lazard Global Listed Infrastructure Inst Fund (GLIFX) has good short-term performance (1-year return 3.90% vs -5.14% Infrastructure category median performance)
  • Lazard Global Listed Infrastructure Inst Fund (GLIFX) has good mid-term performance (3-year return 13.84% vs 6.49% Infrastructure category median performance)
  • Lazard Global Listed Infrastructure Inst Fund (GLIFX) has good Long-term performance (5-year return 12.85% vs 6.68% Infrastructure category median performance)
  • Lazard Global Listed Infrastructure Inst Fund (GLIFX) ratio of up-years vs down years is greater than 2
  • Lazard Global Listed Infrastructure Inst Fund (GLIFX) has a Morningstar rating of 4 and above
  • Asset base in Lazard Global Listed Infrastructure Inst Fund (GLIFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lazard Global Listed Infrastructure Inst Fund (GLIFX) has an annual stock turnover rate of 34.00% vs Infrastructure average of 67.66%. It is good that Lazard Global Listed Infrastructure Inst management does not trade extensively for its return.
  • Lazard Global Listed Infrastructure Inst Fund (GLIFX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.64, lower than category average of 11.65
  • Lazard Global Listed Infrastructure Inst Fund (GLIFX) has a lower expense ratio than its Infrastructure average: 0.96% vs 1.38%
  • Lazard Global Listed Infrastructure Inst Fund (GLIFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Lazard Global Listed Infrastructure Inst Fund (GLIFX) Weakness What we are cautious about Lazard Global Listed Infrastructure Inst (GLIFX) Fund

Data for Lazard Global Listed Infrastructure Inst Fund (GLIFX) as of May 30, 2016

See Lazard Global Listed Infrastructure Inst Fund (GLIFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lazard Global Listed Infrastructure Inst Fund (GLIFX)Compare with other top Infrastructure category mutual funds

Aadditional top Infrastructure mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lazard Global Listed Infrastructure Inst3.653.9013.8412.85
Cohen & Steers Global Infrastructure A (CSUAX)8.39-3.257.027.53Compare
Reaves Utilities and Energy Infras A (RSRAX)13.017.109.048.69Compare
Deutsche Global Infrastructure Instl (TOLIX)10.09-4.096.959.79Compare

See top fund managers for Infrastructure Category Funds

 

Compare Lazard Global Listed Infrastructure Inst Fund (GLIFX)Compare with Infrastructure category ETFs

Some Infrastructure ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Global Infrastructure (IGF)000
SPDR S&P Global Infrastructure ETF (GII)10.40%-4.86%6.48%

 

Graph of Lazard Global Listed Infrastructure Inst Fund (GLIFX) Net Asset TrackingLazard Global Listed Infrastructure Inst (GLIFX) Fund Net Asset

Track net asset change of Lazard Global Listed Infrastructure Inst fund (GLIFX)

DateNet Asset
05/2016$3.08B
03/2016$2.97B
02/2016$2.77B
More historic net asset information on Lazard Global Listed Infrastructure Inst Fund (GLIFX)

  

Graph of Lazard Global Listed Infrastructure Inst Fund (GLIFX) Portfolio TrackingLazard Global Listed Infrastructure Inst (GLIFX) Fund Portfolio Allocation

Track portfolio allocation change of Lazard Global Listed Infrastructure Inst fund (GLIFX)

DateCashStockBondOther
03/20165.21%94.79%0%0%
12/20154.33%95.67%0%0%
09/20155.97%94.03%0%0%
Click here to see more historic asset allocation information on Lazard Global Listed Infrastructure Inst Fund (GLIFX)

 

graph of Lazard Global Listed Infrastructure Inst Fund (GLIFX) Top 10 Position TrackingTop 10 Holdings in Lazard Global Listed Infrastructure Inst (GLIFX) Fund

Discover what Lazard Global Listed Infrastructure Inst Fund (GLIFX) manager is buying

Mar 30, 2016
Atlantia SpA [8.16%]
CSX Corporation [8.02%]
Terna SpA [6.9%]
Snam SpA [4.98%]
Abertis Infraestructuras SA [4.87%]
Norfolk Southern Corporation Co [4.85%]
SES GLOBAL SA [4.82%]
Vinci SA [4.79%]
Eutelsat Communications [4.71%]
Union Pacific Corporation Commo [4.68%]

Dec 30, 2015
CSX Corporation [8.2%]
Terna SpA [7.64%]
Snam SpA [7.4%]
Abertis Infraestructuras SA [5.05%]
Atlantia [4.95%]
SES GLOBAL SA [4.87%]
Vinci SA [4.87%]
Great Plains Energy Incorporate [4.59%]
Pacific Gas & Electric Co. Comm [4.27%]
Eutelsat Communications [3.92%]

Sep 29, 2015
Snam SpA [8.06%]
Terna [7.97%]
CSX Corporation Common Stock [5.67%]
Great Plains Energy Incorporate [4.89%]
Atlantia [4.85%]
SES GLOBAL SA [4.81%]
Pacific Gas & Electric Co. Comm [4.73%]
Eutelsat Communications [4.57%]
Norfolk Southern Corporation Co [4.52%]
Vinci [4.51%]
Click here for Stock Holding Change Map in Lazard Global Listed Infrastructure Inst Fund (GLIFX)

  

Latest News on Lazard Global Listed Infrastructure Inst (GLIFX) Fund

See what is happening with Lazard Global Listed Infrastructure Inst Fund (GLIFX)

 

Lazard Global Listed Infrastructure Inst Fund (GLIFX) Related ResourcesSee more information on Lazard Global Listed Infrastructure Inst (GLIFX) Fund

Popular pages on Lazard Global Listed Infrastructure Inst (GLIFX) Fund

  

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