CIT: Lazard Global Managed Volatility CIT Class 3 (WLWVAX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 30.71 |
| YTD Return | 8.50% |
| 1-Year Return | 18.01% |
| 5-Year Return | 54.54% |
| 52-Week Low | 25.71 |
| 52-Week High | 31.06 |
| Beta (5Y) | 0.55 |
| Holdings | n/a |
| Inception Date | n/a |
About WLWVAX
Lazard Global Managed Volatility Fund is a mutual fund designed to achieve long-term capital growth while maintaining lower volatility than traditional global equity markets. The fund primarily invests in a diversified portfolio of publicly traded equities from companies established around the world, allocating at least 80% of its net assets to these securities. Its investment approach centers on a proprietary, quantitatively driven, multi-factor selection process that identifies stocks with strong fundamental characteristics and below-average risk. The portfolio construction incorporates rigorous risk controls and ongoing monitoring to ensure that total portfolio risk consistently remains below market levels, aiming to deliver equity-like returns with less fluctuation. Suitable for investors seeking more stable participation in global equities, the fund’s strategy does not adhere to traditional capitalization-weighted benchmarks, offering flexibility in security selection across sectors and regions. The Lazard Global Managed Volatility Fund plays a strategic role for those looking to moderate risk exposure while capturing potential growth from global equity markets.
Performance
WLWVAX had a total return of 18.01% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.44%.