Ls Opportunity Fund Quote
| LSOFX Fund | USD 17.78 0.01 0.06% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Ls Opportunity is trading at 17.78 as of the 25th of April 2024; that is 0.06 percent increase since the beginning of the trading day. The fund's open price was 17.77. Ls Opportunity has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Ls Opportunity Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of January 2024 and ending today, the 25th of April 2024. Click here to learn more.
The fund will employ a research-driven, bottom-up stock selection process on both the long and short side. The advisor generally intends to take positions in equity securities, including common and preferred stocks and securities convertible into equity securities, and in other investment companies. More on Ls Opportunity Fund
Moving together with LSOFX Mutual Fund
| 0.74 | QLERX | Aqr Long Short | PairCorr |
| 0.88 | DHLSX | Diamond Hill Long | PairCorr |
| 0.88 | DIAYX | Diamond Hill Long | PairCorr |
LSOFX 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. Ls Opportunity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Ls Opportunity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Long Short Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Long Short, Large, Long-Short Equity (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of September 2022 |
| Fiscal Year End | May |
Ls Opportunity Fund [LSOFX] is traded in USA and was established 25th of April 2024. Ls Opportunity is listed under Long Short category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Long Short family. This fund now has accumulated 151.28 M in assets with minimum initial investment of 5 K. Ls Opportunity is currently producing year-to-date (YTD) return of 4.37%, while the total return for the last 3 years was 5.47%.
Check Ls Opportunity 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 LSOFX 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 LSOFX 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 Ls Opportunity 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 Ls Opportunity Fund Mutual Fund Constituents
| C | Citigroup | Stock | Financials |
| QQQ | Invesco QQQ Trust | Etf | Large Growth |
| AJG | Arthur J Gallagher | Stock | Financials |
| IYH | iShares Healthcare ETF | Etf | Health |
| TROW | T Rowe Price | Stock | Financials |
| RNR | Renaissancere Holdings | Stock | Financials |
| STI | Solidion Technology | Stock | Banks—Regional |
Ls Opportunity Target Price Odds Analysis
Based on a normal probability distribution, the odds of Ls Opportunity jumping above the current price in 90 days from now is about 39.82%. The Ls Opportunity Fund probability density function shows the probability of Ls Opportunity mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Ls Opportunity has a beta of 0.4812. This indicates as returns on the market go up, Ls Opportunity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Ls Opportunity Fund will be expected to be much smaller as well. Additionally, ls Opportunity Fund has an alpha of 0.008, implying that it can generate a 0.007956 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Ls Opportunity to move above the current price in 90 days from now is about 39.82 (This Ls Opportunity Fund probability density function shows the probability of LSOFX Mutual Fund to fall within a particular range of prices over 90 days) .
Ls Opportunity Top Holders
| CGHIX | Crow Point Defined | Mutual Fund | Tactical Allocation |
Ls Opportunity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Ls Opportunity market risk premium is the additional return an investor will receive from holding Ls Opportunity 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 Ls Opportunity. 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 Ls Opportunity's alpha and beta are two of the key measurements used to evaluate Ls Opportunity's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.2974 | |||
| Semi Deviation | 0.2886 | |||
| Standard Deviation | 0.393 | |||
| Variance | 0.1544 |
Ls Opportunity Against Markets
Picking the right benchmark for Ls Opportunity 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 Ls Opportunity 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 Ls Opportunity is critical whether you are bullish or bearish towards Ls Opportunity Fund at a given time. Please also check how Ls Opportunity'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 Ls Opportunity 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.Did you try this?
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Financial WidgetsEasily integrated Macroaxis content with over 30 different plug-and-play financial widgets |
| All Next | Launch Module |
How to buy LSOFX Mutual Fund?
Before investing in Ls Opportunity, 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 Ls Opportunity. To buy Ls Opportunity fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Ls Opportunity. 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 Ls Opportunity fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Ls Opportunity 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 Ls Opportunity 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 Ls Opportunity 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 Ls Opportunity Fund?
The danger of trading Ls Opportunity 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 Ls Opportunity 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 Ls Opportunity. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Ls Opportunity 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 Ls Opportunity 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 census. Note that the Ls Opportunity information on this page should be used as a complementary analysis to other Ls Opportunity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.