Qs Small Capitalization Fund Quote

LMBMX Fund  USD 12.77  0.07  0.55%   


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Very Weak

Odds Of Distress

Less than 22

Qs Small is trading at 12.77 as of the 21st of June 2024; that is -0.55 percent decrease since the beginning of the trading day. The fund's open price was 12.84. Qs Small has about a 22 % 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 Qs Small Capitalization are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of May 2024 and ending today, the 21st of June 2024. Click here to learn more.
The fund normally invests at least 80 percent of net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations domiciled, or having their principal activities, in the United States, at the time of investment or other investments with similar economic characteristics. More on Qs Small Capitalization

Moving together with LMBMX Mutual Fund

  0.67SAGCX Clearbridge AggressivePairCorr
  0.9LGASX Clearbridge Small CapPairCorr
  0.69LGFEX Qs International EquityPairCorr
  0.85LGOCX Legg Mason BwPairCorr

LMBMX Mutual Fund Highlights

Thematic Ideas
(View all Themes)
Fund ConcentrationLegg Mason Funds, Large Funds, Small Blend Funds, Small Growth Funds, Large Growth Funds, Small Blend, Legg Mason, Large, Small Blend (View all Sectors)
Update Date30th of June 2024
Qs Small Capitalization [LMBMX] is traded in USA and was established 21st of June 2024. Qs Small is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Legg Mason family. The entity is thematically classified as Small Growth Funds. This fund now has accumulated 215.69 M in assets with no minimum investment requirementsQs Small Capitalization is currently producing year-to-date (YTD) return of 2.58% with the current yeild of 0.0%, while the total return for the last 3 years was 2.82%.
Check Qs Small 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 LMBMX 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 LMBMX 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 Qs Small Capitalization 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 Qs Small Capitalization Mutual Fund Constituents

MTHMeritageStockConsumer Discretionary
CCOICogent Communications GroupStockCommunication Services
BHEBenchmark ElectronicsStockInformation Technology
HUBSHubSpotStockInformation Technology
ENSGThe Ensign GroupStockHealth Care
SBGISinclair Broadcast GroupStockCommunication Services
WNCWabash NationalStockIndustrials
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Qs Small Capitalization Risk Profiles

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

Qs Small Against Markets

Other Information on Investing in LMBMX Mutual Fund

Qs Small financial ratios help investors to determine whether LMBMX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in LMBMX with respect to the benefits of owning Qs Small security.
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