Legg Mason Fundamental Relationships

The Drivers Module shows relationships between Legg Mason's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Legg Mason WA US Core Bd LM Acc Hg over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Legg Mason WA Bond Positions Weight vs. Five Year Return Fundamental Analysis

Legg Mason WA US Core Bd LM Acc Hg is currently considered the top fund in five year return among similar funds. It is currently considered the top fund in bond positions weight among similar funds creating about  10.47  of Bond Positions Weight per Five Year Return.
Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Legg Mason 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
7.45 %
Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Legg Mason 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
78.02 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

Legg Mason WA Bond Positions Weight Comparison

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