Lazard Real Assets Open Shares (RALOX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.96: the stock has moved about 4% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerLazard Real Assets Open Shares (RALOX) trades at $11.06. Lazard Real Assets Open Shares (RALOX) focuses on real asset investments, including equity securities and derivative instruments. The fund invests in both U.S. and non-U.S. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for RALOX: RALOX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Lazard Real Assets Open Shares (RALOX) Financial Services Profile
Lazard Real Assets Open Shares (RALOX) is an asset management fund with a focus on real asset investments, including U.S. and non-U.S. equities and commodity-linked derivatives. With a market capitalization of $0.01 billion and a beta of 0.96, RALOX offers investors exposure to real assets within the financial services sector.
What Is the Investment Thesis for RALOX?
Lazard Real Assets Open Shares (RALOX) presents an investment opportunity for those seeking exposure to real assets. The fund's strategy of investing at least 80% of its assets in real assets, including equities and derivatives, aims to provide diversification and potential inflation protection. With a market capitalization of $0.01 billion and a beta of 0.96, RALOX exhibits moderate volatility relative to the broader market. Upcoming catalysts include potential increases in commodity prices and infrastructure spending, which could drive demand for real assets. However, potential risks include economic downturns and regulatory changes that could negatively impact the value of real asset investments. The fund's success depends on its ability to effectively manage risk and capitalize on opportunities in the real asset market.
Based on FMP financials and quantitative analysis
RALOX Key Highlights
RALOX invests at least 80% of its assets in real assets investments, providing focused exposure to this asset class.
- The fund invests in both U.S. and non-U.S. companies, including emerging markets companies, offering geographic diversification.
- RALOX utilizes commodity-linked and other derivative instruments to enhance its investment strategies.
- The fund operates within the Lazard asset management ecosystem, leveraging Lazard's global research capabilities.
- RALOX has a beta of 0.96, indicating moderate volatility compared to the overall market.
Who Are RALOX's Competitors?
RALOX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | — |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | — |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | — |
| BAM Brookfield Asset Management | $44.85 | +0.65% | $71.6B | — |
| AMP Ameriprise Financial, Inc. | $490.91 | -0.79% | $44.1B | — |
| ARES Ares Management Corporation | $117.31 | -0.20% | $38.5B | — |
| TROW T. Rowe Price Group, Inc. | $104.62 | -1.14% | $22.4B | — |
| ATHS Athene Holding Ltd. | $23.51 | -0.63% | $18.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are RALOX's Key Strengths?
Focus on real assets provides diversification benefits.
- Investments in both U.S. and non-U.S. companies.
- Utilization of derivative instruments for enhanced exposure.
- Part of the established Lazard asset management ecosystem.
What Are RALOX's Weaknesses?
Small market capitalization may limit liquidity.
- Reliance on real asset performance, which can be volatile.
- No dividend yield may deter some investors.
What Are the Key Risks for RALOX?
Economic downturns negatively impacting real asset values.
- Regulatory changes affecting the real asset industry.
- Market volatility impacting investment returns.
- Competition from other asset managers in the real asset space.
What Are RALOX's Competitive Advantages?
- Access to Lazard's global research capabilities and investment expertise.
- Established track record in real asset investing.
- Diversified portfolio of real asset investments.
What Does RALOX Do?
Lazard Real Assets Open Shares (RALOX) is an asset management fund that specializes in providing investors with exposure to real asset investments. Under normal market conditions, the fund allocates at least 80% of its assets to real assets, which include equity securities of both U.S. and non-U.S. companies, including those in emerging markets. RALOX also utilizes commodity-linked and other derivative instruments to enhance its investment strategies. The fund's objective is to deliver returns by strategically investing in a diversified portfolio of real assets. RALOX operates within the broader Lazard asset management ecosystem, leveraging Lazard's global research capabilities and investment expertise. The fund's investment decisions are guided by a team of experienced professionals who analyze market trends and economic conditions to identify attractive investment opportunities in the real asset space. RALOX aims to provide investors with a convenient and efficient way to access a range of real asset investments, which can offer diversification benefits and potential inflation protection. RALOX's investment approach involves a combination of fundamental analysis and quantitative modeling to identify undervalued assets and construct a portfolio that aligns with the fund's investment objectives. The fund's portfolio managers actively monitor market conditions and adjust the portfolio as needed to optimize performance and manage risk. RALOX is designed to be a core holding in an investor's portfolio, providing exposure to real assets that can complement traditional equity and fixed-income investments.
What Products and Services Does RALOX Offer?
- Invests primarily in real assets.
- Allocates at least 80% of assets to real asset investments.
- Invests in equity securities of U.S. and non-U.S. companies.
- Includes emerging markets companies in its investment portfolio.
- Utilizes commodity-linked derivative instruments.
- Employs other derivative instruments for investment exposure.
How Does RALOX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Invests in a diversified portfolio of real assets, including equities and derivatives.
- Aims to provide investors with exposure to real assets and potential inflation protection.
What Industry Does RALOX Operate In?
Lazard Real Assets Open Shares (RALOX) operates within the asset management industry, which is characterized by intense competition and evolving regulatory landscapes. The fund's focus on real assets positions it within a niche segment of the market, catering to investors seeking diversification and inflation protection. The asset management industry is influenced by macroeconomic factors, market volatility, and investor sentiment. As of 2026, the global asset management industry is estimated to be worth trillions of dollars, with real assets representing a significant portion of the total market. RALOX competes with other asset managers offering similar real asset investment strategies.
Who Are RALOX's Key Customers?
- Institutional investors seeking exposure to real assets.
- Individual investors looking for diversification and inflation protection.
- Financial advisors seeking investment solutions for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
RALOX Financials
Bull Case vs Bear Case
Bull Case
- Focus on real assets provides diversification benefits.
- Investments in both U.S. and non-U.S. companies.
- Utilization of derivative instruments for enhanced exposure.
- Part of the established Lazard asset management ecosystem.
Bear Case
- Small market capitalization may limit liquidity.
- Reliance on real asset performance, which can be volatile.
- No dividend yield may deter some investors.
- Potential: Economic downturns negatively impacting real asset values.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
RALOX Latest News
No recent news available for RALOX.
RALOX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for RALOX.
Price Targets
Wall Street price target analysis for RALOX.
RALOX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for RALOX; grades run from A+ (80-100) to F (below 30).
RALOX Financials Stock FAQ
What does Lazard Real Assets Open Shares do?
Lazard Real Assets Open Shares (RALOX) is an asset management fund that focuses on investing in real assets. The fund allocates at least 80% of its assets to real asset investments, including equity securities of U.S. and non-U.S.
What do analysts say about RALOX stock?
Currently, there is no available AI analysis for RALOX. As a result, there is no analyst consensus available regarding the stock. Key valuation metrics to consider include the fund's net asset value (NAV), expense ratio, and historical performance.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Small market capitalization may impact liquidity.