Qs Large Cap Fund Quote
| LMUSX Fund | USD 21.11 0.08 0.38% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Qs Large is trading at 21.11 as of the 19th of April 2024; that is 0.38 percent increase since the beginning of the trading day. The fund's open price was 21.03. Qs Large has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Qs Large 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in U.S. equity securities or other investments with similar economic characteristics of large capitalization companies. More on Qs Large Cap
Moving together with LMUSX Mutual Fund
| 0.74 | LGASX | Clearbridge Small Cap | PairCorr |
| 0.96 | LGFEX | Qs International Equity | PairCorr |
| 0.95 | SAPCX | Clearbridge Appreciation | PairCorr |
Moving against LMUSX Mutual Fund
| 0.45 | LGOCX | Legg Mason Bw | PairCorr |
LMUSX 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. Qs Large's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Qs Large or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Legg Mason Funds, Large Blend Funds, Large Value Funds, Commodities Funds, Large Blend Funds, Large Blend, Legg Mason, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
Qs Large Cap [LMUSX] is traded in USA and was established 19th of April 2024. Qs Large is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Legg Mason family. The entity is thematically classified as Large Value Funds. This fund now has accumulated 737.74 M in assets with no minimum investment requirementsQs Large Cap is currently producing year-to-date (YTD) return of 10.1% with the current yeild of 0.0%, while the total return for the last 3 years was 9.0%.
Check Qs Large 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 LMUSX 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 LMUSX 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 Large 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 Qs Large Cap Mutual Fund Constituents
| BA | The Boeing | Stock | Industrials |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
| TRPXX | Short Term Investment Trust | Money Market Fund | US Money Market Fund |
| PYPL | PayPal Holdings | Stock | Financials |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
| NVDA | NVIDIA | Stock | Information Technology |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Qs Large Target Price Odds Analysis
Based on a normal probability distribution, the odds of Qs Large jumping above the current price in 90 days from now is about 48.36%. The Qs Large Cap probability density function shows the probability of Qs Large mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Qs Large Cap has a beta of -0.0241. This indicates as returns on the benchmark increase, returns on holding Qs Large are expected to decrease at a much lower rate. During a bear market, however, Qs Large Cap is likely to outperform the market. Additionally, qs Large Cap has an alpha of 0.0971, implying that it can generate a 0.0971 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Qs Large to move above the current price in 90 days from now is about 48.36 (This Qs Large Cap probability density function shows the probability of LMUSX Mutual Fund to fall within a particular range of prices over 90 days) .
Qs Large Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Qs Large market risk premium is the additional return an investor will receive from holding Qs Large 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 Large. 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 Large's alpha and beta are two of the key measurements used to evaluate Qs Large's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5961 | |||
| Semi Deviation | 0.6487 | |||
| Standard Deviation | 0.8011 | |||
| Variance | 0.6418 |
Qs Large Against Markets
Picking the right benchmark for Qs Large 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 Qs Large 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 Qs Large is critical whether you are bullish or bearish towards Qs Large Cap at a given time. Please also check how Qs Large'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 Qs Large 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 LMUSX Mutual Fund?
Before investing in Qs Large, 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 Qs Large. To buy Qs Large fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Qs Large. 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 Qs Large fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Qs Large 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 Qs Large 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 Qs Large 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 Qs Large Cap?
The danger of trading Qs Large 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 Qs Large 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 Qs Large. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Qs Large 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 Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Qs Large 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 state. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.