Clearbridge All Cap Fund Buy Hold or Sell Recommendation
| SFVYX Fund | USD 15.69 0.04 0.25% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Clearbridge All Cap is 'Strong Hold'. Macroaxis provides Clearbridge All buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SFVYX positions. The advice algorithm takes into account all of Clearbridge All's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Clearbridge All's buy or sell advice are summarized below:
Real Value 15.62 | Hype Value 15.73 | Market Value 15.69 | Naive Value 15.55 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Clearbridge All Cap given historical horizon and risk tolerance towards Clearbridge All. When Macroaxis issues a 'buy' or 'sell' recommendation for Clearbridge All Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Clearbridge |
Execute Clearbridge All Buy or Sell Advice
The Clearbridge recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Clearbridge All Cap. Macroaxis does not own or have any residual interests in Clearbridge All Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Clearbridge All's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Clearbridge All Trading Alerts and Improvement Suggestions
Clearbridge All Returns Distribution Density
The distribution of Clearbridge All's historical returns is an attempt to chart the uncertainty of Clearbridge All's future price movements. The chart of the probability distribution of Clearbridge All daily returns describes the distribution of returns around its average expected value. We use Clearbridge All Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Clearbridge All returns is essential to provide solid investment advice for Clearbridge All.
| Mean Return | 0.15 | Value At Risk | -1.42 | Potential Upside | 1.16 | Standard Deviation | 0.78 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Clearbridge All 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.
Clearbridge All 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 Clearbridge All or Franklin Templeton Investments 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 Clearbridge All'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 Clearbridge 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 | 0.05 | |
β | Beta against NYSE Composite | 1.04 | |
σ | Overall volatility | 0.79 | |
Ir | Information ratio | 0.06 |
Clearbridge All Volatility Alert
Clearbridge All Cap has low volatility with Treynor Ratio of 0.13, Maximum Drawdown of 4.5 and kurtosis of 2.33. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Clearbridge All'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 Clearbridge All'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 financial instruments as prices fall.Clearbridge All Fundamentals Vs Peers
Comparing Clearbridge All'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 Clearbridge All's direct or indirect competition across all of the common fundamentals between Clearbridge All and the related equities. This way, we can detect undervalued stocks with similar characteristics as Clearbridge All or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Clearbridge All's fundamental indicators could also be used in its relative valuation, which is a method of valuing Clearbridge All by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Clearbridge All to competition |
| Fundamentals | Clearbridge All | Peer Average |
| Price To Earning | 15.38 X | 6.53 X |
| Price To Book | 1.78 X | 0.74 X |
| Price To Sales | 1.62 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 7.39 % | 0.39 % |
| One Year Return | 22.47 % | 4.15 % |
| Three Year Return | 7.16 % | 3.60 % |
| Five Year Return | 8.48 % | 3.24 % |
| Ten Year Return | 7.14 % | 1.79 % |
| Net Asset | 1.45 B | 4.11 B |
| Minimum Initial Investment | 1000 K | 976.16 K |
| Last Dividend Paid | 0.22 | 0.65 |
| Cash Position Weight | 0.37 % | 10.61 % |
| Equity Positions Weight | 99.63 % | 63.90 % |
Clearbridge All Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Clearbridge . 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.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 15.69 | |||
| Day Typical Price | 15.69 | |||
| Price Action Indicator | (0.02) | |||
| Period Momentum Indicator | (0.04) | |||
| Relative Strength Index | 81.25 |
About Clearbridge All Buy or Sell Advice
When is the right time to buy or sell Clearbridge All Cap? Buying financial instruments such as Clearbridge 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.
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Check out Clearbridge All 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. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.