Legg Mason Financials
| LBDRX Fund | USD 20.10 0.08 0.40% |
Legg |
Please note that past performance is not an indicator of the future performance of Legg Mason, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Legg Mason Fund Summary
Legg Mason competes with Clearbridge Aggressive, Clearbridge Small, Qs International, Clearbridge Appreciation, and Legg Mason. The fund normally invests at least 80 percent of its net assets, plus the amount of borrowings for investment purposes, if any, in issuers domiciled, or having their principal activities, in the United States, at the time of investment or other instruments with similar economic characteristics. It invests primarily in equity securities that, in the subadvisers opinion, are undervalued or out of favor. The subadviser expects to hold approximately 175-250 stocks under normal market conditions.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Legg Mason Global |
| Mutual Fund Family | Legg Mason |
| Mutual Fund Category | Large Value |
| Benchmark | NYSE Composite |
| Phone | 877 721 1926 |
| Currency | USD - US Dollar |
You should never invest in Legg Mason Bw without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Legg Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Legg Mason's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Legg Mason Key Financial Ratios
Generally speaking, Legg Mason's financial ratios allow both analysts and investors to convert raw data from Legg Mason's financial statements into concise, actionable information that can be used to evaluate the performance of Legg Mason over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Legg Mason Bw reports annually and quarterly.Legg Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Legg Mason's current stock value. Our valuation model uses many indicators to compare Legg Mason value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Legg Mason competition to find correlations between indicators driving Legg Mason's intrinsic value. More Info.Legg Mason Bw is number one fund in annual yield among similar funds. It is number one fund in year to date return among similar funds creating about 624.30 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Legg Mason by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Legg Mason's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Legg Mason's earnings, one of the primary drivers of an investment's value.Legg Mason Bw Systematic Risk
Legg Mason's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Legg Mason volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Legg Mason Bw correlated with the market. If Beta is less than 0 Legg Mason generally moves in the opposite direction as compared to the market. If Legg Mason Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Legg Mason Bw is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Legg Mason is generally in the same direction as the market. If Beta > 1 Legg Mason moves generally in the same direction as, but more than the movement of the benchmark.
Legg Mason Thematic Clasifications
Legg Mason Bw is part of Large Blend Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with large capitalization growth and value instruments. Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies
This theme covers Funds with large capitalization growth and value instruments. Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies. Get More Thematic Ideas
Legg Mason Bw is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 62.1 Billion. Legg Mason claims roughly 989.75 Million in net asset contributing just under 2% to funds under Large Value category.| Large Blend Funds | View |
Legg Mason May 6, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Legg Mason help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Legg Mason Bw. We use our internally-developed statistical techniques to arrive at the intrinsic value of Legg Mason Bw based on widely used predictive technical indicators. In general, we focus on analyzing Legg Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Legg Mason's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7374 | |||
| Information Ratio | 0.0098 | |||
| Maximum Drawdown | 3.43 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 0.979 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Legg Mason Bw. 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 metropolitan statistical area. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.