Legg Mason Lifestyle Fund One Year Return
Legg Mason Lifestyle fundamentals help investors to digest information that contributes to Legg Mason's financial success or failures. It also enables traders to predict the movement of Legg Mutual Fund. The fundamental analysis module provides a way to measure Legg Mason's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Legg Mason mutual fund.
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Legg Mason Lifestyle Mutual Fund One Year Return Analysis
Legg Mason's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Legg Mason One Year Return | (5.19) % |
Most of Legg Mason's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Legg Mason Lifestyle is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Legg Mason Lifestyle has an One Year Return of -5.19%. This is 613.86% lower than that of the Category family and notably lower than that of the Family category. The one year return for all United States funds is notably higher than that of the company.
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Fund Asset Allocation for Legg Mason
The fund invests 45.49% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (37.04%) , cash (13.71%) and various exotic instruments.Asset allocation divides Legg Mason's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Legg Fundamentals
| Annual Yield | 0.73 % | |||
| Year To Date Return | 0.92 % | |||
| One Year Return | (5.19) % | |||
| Three Year Return | 12.95 % | |||
| Five Year Return | 1.36 % | |||
| Ten Year Return | 3.09 % | |||
| Net Asset | 305.69 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.01 | |||
| Holdings Turnover | 52.00 % | |||
| Cash Position Weight | 13.71 % | |||
| Equity Positions Weight | 45.49 % | |||
| Bond Positions Weight | 37.04 % |
Currently Active Assets on Macroaxis
Check out World Market Map to better understand how to build diversified portfolios. 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 bureau of labor statistics. Note that the Legg Mason Lifestyle information on this page should be used as a complementary analysis to other Legg Mason'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 Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
Other Consideration for investing in Legg Mutual Fund
If you are still planning to invest in Legg Mason Lifestyle check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Legg Mason's history and understand the potential risks before investing.
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