Qs Growth Fund Quote

LANIX Fund  USD 16.59  0.40  2.35%   

Performance

11 of 100

 
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Odds Of Distress

Less than 20

 
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Qs Growth is trading at 16.59 as of the 16th of April 2024; that is -2.35 percent decrease since the beginning of the trading day. The fund's open price was 16.99. Qs Growth has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat good performance during the last 90 days. Equity ratings for Qs Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 2024. Click here to learn more.
The fund is a fund of fundsit invests in other mutual funds and may also invest in exchange-traded funds . It is managed as an asset allocation program and allocates its assets among mutual funds managed by the manager and its affiliates. The portfolio managers will allocate between 70 percent to 100 percent of the funds assets to underlying funds that invest in equity and equity-like strategies and between 0 percent to 30 percent of the funds assets to underlying funds that invest in fixed income strategies.. More on Qs Growth Fund

Moving together with LANIX Mutual Fund

  0.96TEBIX Franklin Mutual BeaconPairCorr
  0.96TEDMX Templeton DevelopingPairCorr
  0.93TEDIX Franklin Mutual GlobalPairCorr
  0.93TEDSX Franklin Mutual GlobalPairCorr
  0.93TEDRX Franklin Mutual GlobalPairCorr
  0.9TEFRX Templeton ForeignPairCorr
  0.84TEFTX Templeton ForeignPairCorr

Moving against LANIX Mutual Fund

  0.46TEGBX Templeton Global BondPairCorr

LANIX Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Qs Growth's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Qs Growth or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Fund ConcentrationFranklin Templeton Investments Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Hybrid Mix Funds, Large Growth Funds, Allocation--85%+ Equity, Franklin Templeton Investments, Large Blend, Allocation--85%+ Equity (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date31st of May 2023
Fiscal Year EndJanuary
Qs Growth Fund [LANIX] is traded in USA and was established 16th of April 2024. Qs Growth is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Franklin Templeton Investments family. The entity is thematically classified as Hybrid Mix Funds. This fund now has accumulated 758.86 M in assets with minimum initial investment of 1000 K. Qs Growth Fund is currently producing year-to-date (YTD) return of 8.03% with the current yeild of 0.01%, while the total return for the last 3 years was 5.44%.
Check Qs Growth Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on LANIX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding LANIX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Qs Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Qs Growth Fund Mutual Fund Constituents

LBISXLegg Mason BwMutual FundLarge Value
LDIFXQs Global DividendMutual FundWorld Large-Stock Value
LIESXQs International EquityMutual FundForeign Large Blend
LISGXClearbridge Small CapMutual FundSmall Blend
LMESXClearbridge Appreciation FundMutual FundLarge Blend
LQISXQs Global MarketMutual FundEquity Market Neutral
LRRSXQs Strategic RealMutual FundTactical Allocation
More Details

Qs Growth Target Price Odds Analysis

Based on a normal probability distribution, the odds of Qs Growth jumping above the current price in 90 days from now is about 48.27%. The Qs Growth Fund probability density function shows the probability of Qs Growth mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Qs Growth has a beta of 0.8751. This indicates Qs Growth Fund market returns are sensitive to returns on the market. As the market goes up or down, Qs Growth is expected to follow. Additionally, qs Growth Fund has an alpha of 0.0199, implying that it can generate a 0.0199 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 16.59HorizonTargetOdds Above 16.59
51.33%90 days
 16.59 
48.27%
Based on a normal probability distribution, the odds of Qs Growth to move above the current price in 90 days from now is about 48.27 (This Qs Growth Fund probability density function shows the probability of LANIX Mutual Fund to fall within a particular range of prices over 90 days) .

Qs Growth Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Qs Growth market risk premium is the additional return an investor will receive from holding Qs Growth long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Qs Growth. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Qs Growth's alpha and beta are two of the key measurements used to evaluate Qs Growth's performance over the market, the standard measures of volatility play an important role as well.

Qs Growth Against Markets

Picking the right benchmark for Qs Growth mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Qs Growth mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Qs Growth is critical whether you are bullish or bearish towards Qs Growth Fund at a given time. Please also check how Qs Growth's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Qs Growth without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy LANIX Mutual Fund?

Before investing in Qs Growth, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Qs Growth. To buy Qs Growth fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Qs Growth. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Qs Growth fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Qs Growth Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Qs Growth Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Qs Growth Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Qs Growth Fund?

The danger of trading Qs Growth Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Qs Growth is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Qs Growth. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Qs Growth Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Qs Growth Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Please note, there is a significant difference between Qs Growth's value and its price as these two are different measures arrived at by different means. Investors typically determine if Qs Growth is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Qs Growth's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.