Clearbridge All Cap Fund Quote
| SHFVX Fund | USD 14.03 0.01 0.07% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Clearbridge All is trading at 14.03 as of the 19th of April 2024; that is -0.07 percent down since the beginning of the trading day. The fund's open price was 14.04. Clearbridge All has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Clearbridge All Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund invests primarily in common stocks and common stock equivalents, such as preferred stocks and securities convertible into common stocks, of companies the portfolio managers believe are undervalued in the marketplace. It may invest up to 25 percent of its net assets in equity securities of foreign issuers, either directly or through depositary receipts.. More on Clearbridge All Cap
Moving together with Clearbridge Mutual Fund
| 0.94 | TEBIX | Franklin Mutual Beacon | PairCorr |
| 0.92 | TEDMX | Templeton Developing | PairCorr |
| 0.95 | TEDIX | Franklin Mutual Global | PairCorr |
| 0.95 | TEDSX | Franklin Mutual Global | PairCorr |
| 0.95 | TEDRX | Franklin Mutual Global | PairCorr |
| 0.9 | TEFRX | Templeton Foreign | PairCorr |
| 0.97 | TEFTX | Templeton Foreign | PairCorr |
Clearbridge 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. Clearbridge All's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Clearbridge All or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Large Value Funds, Large Value, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 30th of January 2023 |
| Fiscal Year End | September |
Clearbridge All Cap [SHFVX] is traded in USA and was established 19th of April 2024. Clearbridge All is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 1.45 B in assets with no minimum investment requirementsClearbridge All Cap is currently producing year-to-date (YTD) return of 6.11% with the current yeild of 0.01%, while the total return for the last 3 years was 5.93%.
Check Clearbridge All 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 Clearbridge 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 Clearbridge 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 Clearbridge All Cap 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 Clearbridge All Cap Mutual Fund Constituents
| RLGY | Realogy Holdings Corp | Stock | Real Estate Services |
| AES | The AES | Stock | Utilities |
| WFC | Wells Fargo | Stock | Financials |
| VZ | Verizon Communications | Stock | Communication Services |
| USB | US Bancorp | Stock | Financials |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| SYF | Synchrony Financial | Stock | Financials |
Clearbridge All Target Price Odds Analysis
Based on a normal probability distribution, the odds of Clearbridge All jumping above the current price in 90 days from now is about 38.21%. The Clearbridge All Cap probability density function shows the probability of Clearbridge All mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0423. This usually implies Clearbridge All Cap market returns are sensitive to returns on the market. As the market goes up or down, Clearbridge All is expected to follow. Additionally, clearbridge All Cap has an alpha of 0.0486, implying that it can generate a 0.0486 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Clearbridge All to move above the current price in 90 days from now is about 38.21 (This Clearbridge All Cap probability density function shows the probability of Clearbridge Mutual Fund to fall within a particular range of prices over 90 days) .
Clearbridge All Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Clearbridge All market risk premium is the additional return an investor will receive from holding Clearbridge All 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 Clearbridge All. 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 Clearbridge All's alpha and beta are two of the key measurements used to evaluate Clearbridge All's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5797 | |||
| Semi Deviation | 0.7236 | |||
| Standard Deviation | 0.7731 | |||
| Variance | 0.5977 |
Clearbridge All Against Markets
Picking the right benchmark for Clearbridge All 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 Clearbridge All 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 Clearbridge All is critical whether you are bullish or bearish towards Clearbridge All Cap at a given time. Please also check how Clearbridge All'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 Clearbridge All 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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How to buy Clearbridge Mutual Fund?
Before investing in Clearbridge All, 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 Clearbridge All. To buy Clearbridge All fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Clearbridge All. 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 Clearbridge All fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Clearbridge All Cap 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 Clearbridge All Cap 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 Clearbridge All Cap, 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 Clearbridge All Cap?
The danger of trading Clearbridge All Cap 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 Clearbridge All 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 Clearbridge All. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Clearbridge All Cap 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 World Market Map to better understand how to build diversified portfolios, which includes a position in Clearbridge All Cap. 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 real. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.