Lazard Objectif Alpha Euro A A/I
Ticker
FR0010828913.PA
ISIN
FR001082891
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
3
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
L’objectif de gestion vise à atteindre, sur la durée de placement recommandée, une performance nette de frais supérieure ou égale à l’indicateur de référence, l’EuroStoxx dividendes nets réinvestis.
Market
US
Category
Eurozone Large-Cap Equity
Expense Ratio
2.47%
Fund family
-
Morningstar
3
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 25.28% |
| Industrials | 17.67% |
| Consumer cyclical | 17.30% |
| Basic materials | 12.77% |
| Healthcare | 9.83% |
| Consumer defensive | 7.37% |
| Technology | 4.81% |
| Utilities | 2.51% |
| Communication services | 2.47% |
| Realestate | 0.00% |
| Energy | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| FGR.PA | Eiffage SA | 2.57% |
| NTXFF.PA | Natixis | 2.56% |
| SBGSF.PA | Schneider Electric SE | 2.56% |
| AKZOF | Akzo Nobel NV | 2.54% |
| CODGF.PA | Compagnie de Saint-Gobain SA | 2.54% |
| HCMLF | LafargeHolcim Ltd | 2.54% |
| PGPEF.PA | Publicis Groupe SA | 2.54% |
| FRRVF.BC | Ferrovial SA | 2.53% |
| BNPQF.PA | BNP Paribas | 2.52% |
| CIXPF.BC | CaixaBank SA | 2.52% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000003162.PA | Objectif Gestion Mondiale | FR000000316 | YHD | 1.92% | 5 | ||
| FR0000025041.PA | Objectif Gestion Sélective | FR000002504 | YHD | 1.60% | 5 | ||
| FR0000292302.PA | Objectif Patrimoine Croissance | FR000029230 | YHD | 1.60% | 5 | ||
| FR0007059688.PA | Objectif Long Terme | FR000705968 | YHD | 1.92% | 5 | ||
| FR0007060348.PA | Objectif Dynamisme | FR000706034 | YHD | 1.11% | 5 | ||
| FR0010549402.PA | Amundi Actions Objectif Variance | FR0010549402 | YHD | 0.68% | 5 | ||
| FR0010597138.PA | Objectif Alpha «Haut Rendement» D | FR001059713 | YHD | 0.82% | 5 | ||
| FR0010700823.PA | Objectif Actions Américaines R A/I | FR000704555 | YHD | 2.46% | 5 | ||
| FR0010702829.PA | Amundi Actions Objectif Variance P | FR0010702829 | YHD | 1.68% | 5 | ||
| FR0010952788.PA | Objectif Capital Fi IC | FR001095278 | YHD | 5 | |||
| FR0011310598.PA | Objectif Gestion Flexible A | FR000705187 | YHD | 5 | |||
| FR0012044535.PA | Objectif Alpha Monde S | FR001342128 | YHD | 5 | |||
| FR0012156347.PA | Objectif Alpha Obligataire G | FR001116467 | YHD | 5 | |||
| FR0012620342.PA | Objectif Epargne Diversifié I | FR000702854 | YHD | 5 | |||
| FR0013043841.PA | Objectif Capital Fi ID | FR001095278 | YHD | 5 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend. - Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend. - Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction. - Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend. - Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce. - Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk. - Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.