Legg Mason Bw Fund Buy Hold or Sell Recommendation

LGOCX Fund  USD 8.58  0.03  0.35%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Legg Mason Bw is 'Strong Hold'. Macroaxis provides Legg Mason buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding LGOCX positions. The advice algorithm takes into account all of Legg Mason's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Osisko Gold Ro's buy or sell advice are summarized below:
Real Value
8.64
Hype Value
8.58
Market Value
8.58
Naive Value
8.57
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Legg Mason Bw given historical horizon and risk tolerance towards Legg Mason. When Macroaxis issues a 'buy' or 'sell' recommendation for Legg Mason Bw, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Legg Mason Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Legg and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards 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 main economic indicators.

Execute Legg Mason Buy or Sell Advice

The Legg recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Legg Mason Bw. Macroaxis does not own or have any residual interests in Legg Mason Bw or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Legg Mason's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Legg MasonBuy Legg Mason
Strong Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Legg Mason Bw has a Risk Adjusted Performance of 0.0044, Jensen Alpha of (0.09), Total Risk Alpha of (0.15), Sortino Ratio of (0.19) and Treynor Ratio of (0.01)
We provide investment recommendation to complement the last-minute expert consensus on Legg Mason Bw. Our dynamic recommendation engine harnesses a multidimensional algorithm to analyze the entity's potential to grow using all technical and fundamental data available at the time. Please exercise Legg Mason Bw year to date return and net asset to make buy, hold, or sell decision on Legg Mason Bw.

Legg Mason Trading Alerts and Improvement Suggestions

Legg Mason Bw generated a negative expected return over the last 90 days
Legg Mason Bw generated five year return of -1.0%
This fund maintains about 51.3% of its assets in bonds

Legg Mason Returns Distribution Density

The distribution of Legg Mason's historical returns is an attempt to chart the uncertainty of Legg Mason's future price movements. The chart of the probability distribution of Legg Mason stock daily returns describes the distribution of returns around its average expected value. We use Legg Mason Bw price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Legg Mason returns is essential to provide solid investment advice for Legg Mason.
Mean Return
0
Value At Risk
-1.32
Potential Upside
1.02
Standard Deviation
0.68
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Legg Mason historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Legg Mason Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Legg Mason or Legg Mason sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Legg Mason's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Legg fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.09
β
Beta against NYSE Composite0.62
σ
Overall volatility
0.60
Ir
Information ratio -0.21

Legg Mason Volatility Alert

Legg Mason Bw exhibits relatively low volatility with skewness of 0.04 and kurtosis of 2.17. However, we advice investors to further investigate Legg Mason Bw to ensure all market statistics is disseminated and is consistent with investors' estimations about Legg Mason upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Legg Mason's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Legg Mason's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Legg Mason Fundamentals Vs Peers

Comparing Legg Mason's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Legg Mason's direct or indirect competition across all of the common fundamentals between Legg Mason and the related equities. This way, we can detect undervalued stocks with similar characteristics as Legg Mason or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Legg Mason's fundamental indicators could also be used in its relative valuation, which is a method of valuing Legg Mason by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Legg Mason to competition
FundamentalsLegg MasonPeer Average
Annual Yield0 %0.29 %
Year To Date Return5.62 %0.39 %
One Year Return1.28 %4.15 %
Three Year Return(6.30) %3.60 %
Five Year Return(1.19) %3.24 %
Ten Year Return3.05 %1.79 %
Net Asset3.4 B4.11 B
Last Dividend Paid0.030.65
Cash Position Weight0.64 %10.61 %
Bond Positions Weight51.30 %11.24 %

Legg Mason Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Legg . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Legg Mason Buy or Sell Advice

When is the right time to buy or sell Legg Mason Bw? Buying financial instruments such as Legg Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Legg Mason in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Consumer Funds Thematic Idea Now

Consumer Funds
Consumer Funds Theme
Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. The Consumer Funds theme has 48 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Consumer Funds Theme or any other thematic opportunities.
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Check out Legg Mason Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note that the Legg Mason Bw 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 Bonds Directory module to find actively traded corporate debentures issued by US companies.

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When running Legg Mason's 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 the 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 if Legg Mason is a good investment 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.