Legg Mason Bw Fund Fundamentals
LGOCX Fund | USD 8.58 0.03 0.35% |
Legg Mason Bw fundamentals help investors to digest information that contributes to Legg Mason's financial success or failures. It also enables traders to predict the movement of Legg Mutual Fund. The fundamental analysis module provides a way to measure Legg Mason's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Legg Mason mutual fund.
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Legg Ten Year Return Analysis
Legg Mason's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Legg Mason Ten Year Return | 3.05 % |
Most of Legg Mason's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Legg Mason Bw is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Legg Mason Ten Year Return Component Assessment
Based on the latest financial disclosure, Legg Mason Bw has a Ten Year Return of 3.05%. This is much higher than that of the Legg Mason family and significantly higher than that of the World Bond category. The ten year return for all United States funds is notably lower than that of the firm.
Legg Mason Bw Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Legg Mason's current stock value. Our valuation model uses many indicators to compare Legg Mason value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Legg Mason competition to find correlations between indicators driving Legg Mason's intrinsic value. More Info.Legg Mason Bw is number one fund in five year return among similar funds. It is number one fund in three year return among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value Legg Mason by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Legg Mason's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Legg Mason's earnings, one of the primary drivers of an investment's value.Legg Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Legg Mason's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Legg Mason could also be used in its relative valuation, which is a method of valuing Legg Mason by comparing valuation metrics of similar companies.Legg Mason is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Legg Mason
.Asset allocation divides Legg Mason's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Legg Fundamentals
Total Asset | 2.53 B | ||||
Annual Yield | 0 % | ||||
Year To Date Return | 5.62 % | ||||
One Year Return | 1.28 % | ||||
Three Year Return | (6.30) % | ||||
Five Year Return | (1.19) % | ||||
Ten Year Return | 3.05 % | ||||
Net Asset | 3.4 B | ||||
Last Dividend Paid | 0.03 | ||||
Cash Position Weight | 0.64 % | ||||
Bond Positions Weight | 51.30 % |
About Legg Mason Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Legg Mason Bw's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Legg Mason using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Legg Mason Bw based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund normally invests at least 80 percent of its net assets in fixed income securities of issuers located in developed market countries. It will invest in both investment grade and below investment grade fixed income securities, and the advisor intends to invest less than 35 percent of its net assets in below investment grade fixed income securities . The fund may invest up to 25 percent of its net assets in convertible debt securities. It is non-diversified.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Legg Mason in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Legg Mason's short interest history, or implied volatility extrapolated from Legg Mason options trading.
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Try AI Portfolio ArchitectCheck out Legg Mason Piotroski F Score and Legg Mason Altman Z Score analysis. 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 Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Complementary Tools for Legg Mutual Fund analysis
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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