LBDRX Mutual Fund Quote

LBDRX Fund  USD 16.84  0.35  2.04%   

Market Performance

0 of 100

Odds Of Distress

Less than 25

LEGG MASON is trading at 16.84 as of the 24th of March 2023; that is -2.04 percent down since the beginning of the trading day. The fund's open price was 17.19. LEGG MASON has about a 25 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for LEGG MASON BW are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of April 2021 and ending today, the 24th of March 2023. Click here to learn more.
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. More on LEGG MASON BW

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LEGG MASON 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. LEGG MASON's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding LEGG MASON or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic IdeaCommodities (view all)
Fama & French Classification
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of LEGG MASON's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate7th of September 2010
LEGG MASON BW [LBDRX] is traded in USA and was established 24th of March 2023. The fund is listed under Large Value category and is part of Franklin Templeton Investments family. The entity is thematically classified as Commodities. LEGG MASON BW now has accumulated 165.96 M in assets with no minimum investment requirements, while the total return for the last 3 years was 2.6%.
Check LEGG MASON 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 LBDRX 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 LBDRX 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 LEGG MASON BW 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 LEGG MASON BW Mutual Fund Constituents

LEGG MASON Target Price Odds Analysis

Based on a normal probability distribution, the odds of LEGG MASON jumping above the current price in 90 days from now is about 99.0%. The LEGG MASON BW probability density function shows the probability of LEGG MASON mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon LEGG MASON BW has a beta of -0.1184. This indicates as returns on benchmark increase, returns on holding LEGG MASON are expected to decrease at a much lower rate. During the bear market, however, LEGG MASON BW is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. LEGG MASON BW is significantly underperforming NYSE Composite.
  Odds Below 16.84HorizonTargetOdds Above 16.84
1.37%90 days
Based on a normal probability distribution, the odds of LEGG MASON to move above the current price in 90 days from now is about 99.0 (This LEGG MASON BW probability density function shows the probability of LBDRX Mutual Fund to fall within a particular range of prices over 90 days) .

LEGG MASON BW Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. LEGG MASON market risk premium is the additional return an investor will receive from holding LEGG MASON 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 LEGG MASON. 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 LEGG MASON's alpha and beta are two of the key measurements used to evaluate LEGG MASON's performance over the market, the standard measures of volatility play an important role as well.

LEGG MASON Against Markets

Picking the right benchmark for LEGG MASON 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 LEGG MASON 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 LEGG MASON is critical whether you are bullish or bearish towards LEGG MASON BW at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in LEGG MASON 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 LBDRX Mutual Fund?

Before investing in LEGG MASON, 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 LEGG MASON. To buy LEGG MASON fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of LEGG MASON. 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 LEGG MASON fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located LEGG MASON BW 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 LEGG MASON BW 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 LEGG MASON BW, 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, 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. 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. For more information on how to buy LBDRX Mutual Fund please use our How to Invest in LEGG MASON guide.

Already Invested in LEGG MASON BW?

The danger of trading LEGG MASON BW 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 LEGG MASON 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 LEGG MASON. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile LEGG MASON BW 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. For more information on how to buy LBDRX Mutual Fund please use our How to Invest in LEGG MASON guide. You can also try Fundamental Analysis module to view fundamental data based on most recent published financial statements.

Complementary Tools for analysis

When running LEGG MASON BW price analysis, check to measure LEGG MASON's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy LEGG MASON is operating at the current time. Most of LEGG MASON's value examination focuses on studying past and present price action to predict the probability of LEGG MASON's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move LEGG MASON's price. Additionally, you may evaluate how the addition of LEGG MASON to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between LEGG MASON's value and its price as these two are different measures arrived at by different means. Investors typically determine LEGG MASON value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, LEGG MASON'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.