Clearbridge Sustainability Competition

LCILX Fund

USD 28.38 0.11 0.39%

Clearbridge Sustainability competes with Clearbridge Aggressive, Clearbridge Small, Clearbridge Appreciation, Legg Mason, and Western Asset; as well as few others. The fund is listed under Large Blend category and is part of Legg Mason family. Analyzing Clearbridge Sustainability competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Clearbridge Sustainability to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Clearbridge Sustainability Correlation with its peers.

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Hype

Prediction

Low	Estimated	High
27.64	28.38	29.12

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Intrinsic

Valuation

Low	Real	High
27.34	28.08	28.82

Details

Clearbridge Sustainability Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Clearbridge Sustainability and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Clearbridge and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Clearbridge Sustainability does not affect the price movement of the other competitor.

	SAGCX	LGASX	SAPCX	LGOCX	SSMMX	WAASX	LGSCX	WACIX	WACSX	WABCX
SAGCX		0.94	0.98	-0.81	-0.3	-0.35	0.94	-0.73	-0.76	-0.77	SAGCX
LGASX	0.94		0.94	-0.76	-0.28	-0.3	0.98	-0.66	-0.71	-0.72	LGASX
SAPCX	0.98	0.94		-0.77	-0.3	-0.3	0.94	-0.69	-0.73	-0.74	SAPCX
LGOCX	-0.81	-0.76	-0.77		0.63	0.79	-0.7	0.97	0.98	0.99	LGOCX
SSMMX	-0.3	-0.28	-0.3	0.63		0.82	-0.23	0.75	0.72	0.71	SSMMX
WAASX	-0.35	-0.3	-0.3	0.79	0.82		-0.24	0.87	0.84	0.83	WAASX
LGSCX	0.94	0.98	0.94	-0.7	-0.23	-0.24		-0.6	-0.65	-0.66	LGSCX
WACIX	-0.73	-0.66	-0.69	0.97	0.75	0.87	-0.6		0.99	0.99	WACIX
WACSX	-0.76	-0.71	-0.73	0.98	0.72	0.84	-0.65	0.99		1.0	WACSX
WABCX	-0.77	-0.72	-0.74	0.99	0.71	0.83	-0.66	0.99	1.0		WABCX
	SAGCX	LGASX	SAPCX	LGOCX	SSMMX	WAASX	LGSCX	WACIX	WACSX	WABCX

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High positive correlations

WABCX	+ 1.0	WACSX
WABCX	+ 0.99	LGOCX
WACSX	+ 0.99	WACIX
WABCX	+ 0.99	WACIX
SAPCX	+ 0.98	SAGCX
LGSCX	+ 0.98	LGASX

High negative correlations

LGOCX	- 0.81	SAGCX
LGOCX	- 0.77	SAPCX
WABCX	- 0.77	SAGCX
LGOCX	- 0.76	LGASX
WACSX	- 0.76	SAGCX
WABCX	- 0.74	SAPCX

Risk-Adjusted Indicators

There is a big difference between Clearbridge Mutual Fund performing well and Clearbridge Sustainability Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Clearbridge Sustainability's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SAGCX	0.75	0.02	0.03	0.14	0.90	(0.75)	1.56	(1.39)	4.84
LGASX	0.81	0.02	0.04	0.13	0.74	(0.90)	1.86	(1.41)	5.76
SAPCX	0.51	(0.01)	(0.05)	0.10	0.64	(0.54)	1.02	(1.30)	3.92
LGOCX	0.37	(0.09)	0.00	1.46	0.00	0.00	0.68	(0.84)	2.04
SSMMX	0.16	0.02	(0.36)	(0.05)	0.21	(0.22)	0.40	(0.27)	1.53
WAASX	0.14	(0.01)	(0.56)	(0.06)	0.13	(0.18)	0.33	(0.33)	0.77
LGSCX	0.95	(0.05)	0.01	0.09	0.99	(1.06)	1.94	(1.74)	8.08
WACIX	0.25	(0.03)	0.00	0.71	0.00	0.00	0.43	(0.54)	1.41
WACSX	0.25	(0.03)	0.00	0.58	0.00	0.00	0.47	(0.66)	1.61
WABCX	0.24	(0.03)	0.00	0.65	0.00	0.00	0.47	(0.66)	1.42

Unable to evaluate fundamental data of [SAGCX, LGASX, SAPCX, LGOCX, SSMMX, WAASX, LGSCX, WACIX, WACSX, WABCX] at this time. Please try again later

All Fundamental Data

Clearbridge Sustainability Competitive Analysis

The better you understand Clearbridge Sustainability competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Clearbridge Sustainability's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Clearbridge Sustainability's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	LCILX	SAGCX	LGASX	SAPCX	LGOCX	SSMMX	WAASX	LGSCX	WACIX	WACSX
	0.39 28.38 Clearbridge	1.36 53.79 Clearbridge	0.14 72.56 Clearbridge	0.27 36.58 CLEARBRIDGE	0.48 8.32 Legg	0.20 15.19 Western	0.11 9.11 Western	0.28 14.01 LGSCX	0.22 9.29 WESTERN	0.28 10.58 Western
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Good	Good	OK	Very Weak	Insignificant	Modest	OK	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Over Valued	Over Valued	Fairly Valued	Fairly Valued	Over Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Sell	Sell	Cautious Hold	Strong Hold	Sell	Sell
Net Asset	10.17 M	10.6 B	1.18 B	6.4 B	3.4 B	4.37 B	1.5 B	215.69 M	23.83 B	9.31 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	1000 K	N/A	N/A	1000 K
Price To Book	N/A	2.49	1.86	3.02	N/A	N/A	N/A	1.63	N/A	N/A
Five Year Return	13.83	6.58	6.81	12.94	-2.26	1.5	0.0709	12.49	-1.57	-0.69
One Year Return	25.05	29.26	30.01	26.99	1.55	7.0	7.33	33.97	6.28	8.16
Last Dividend Paid	0.1	N/A	N/A	0.02	0.03	0.04	0.06	N/A	N/A	N/A
Price To Earning	N/A	19.08	17.81	19.3	N/A	N/A	N/A	16.52	24.32	N/A
Price To Sales	N/A	1.84	1.22	2.0	N/A	N/A	N/A	0.7	N/A	N/A
Cash Position Weight	1.64	0.43	1.66	4.14	0.64	-0.33	26.27	0.94	-3.45	4.31
Equity Positions Weight	98.36	99.57	96.76	95.86	N/A	N/A	N/A	99.06	-0.05	N/A
Three Year Return	3.12	1.95	2.19	8.89	-5.63	-0.095	-1.52	5.4	-4.63	-3.25
Annual Yield	0.0067	N/A	0.0024	N/A	0.002	0.0014	0.0038	0.0052	0.0036	0.0042
Year To Date Return	17.25	16.73	17.32	23.46	0.39	3.0	2.87	19.34	0.53	2.07
Bond Positions Weight	N/A	N/A	N/A	N/A	51.3	3.94	68.06	N/A	18.13	93.43
Ten Year Return	N/A	11.43	7.05	10.93	3.05	3.89	3.41	7.54	4.98	4.99
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T
Day Typical Price	28.38	53.79	72.56	36.58	8.32	15.19	9.11	14.01	9.29	10.58
Period Momentum Indicator	(0.11)	(0.74)	0.1	(0.10)	0.04	0.03	0.01	(0.04)	0.02	0.03
Rate Of Daily Change	1.0	0.99	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	28.38	53.79	72.56	36.58	8.32	15.19	9.11	14.01	9.29	10.58
Price Action Indicator	(0.06)	(0.37)	0.05	(0.05)	0.02	0.015	0.005	(0.02)	0.01	0.015
Coefficient Of Variation	802.06	625.38	660.66	795.31	(538.98)	1667.6	2636.62	947.35	(1,637)	(1,231)
Mean Deviation	0.5624	0.7546	0.8114	0.5114	0.3717	0.165	0.1382	0.9501	0.2529	0.2544
Jensen Alpha	(0.02)	0.0219	0.0217	(0.01)	(0.09)	0.0172	(0.01)	(0.05)	(0.03)	(0.03)
Total Risk Alpha	(0.03)	(0.0007)	(0.01)	(0.03)	(0.17)	(0.03)	(0.03)	(0.07)	(0.08)	(0.09)
Sortino Ratio	(0.04)	0.0305	0.0442	(0.05)	N/A	(0.36)	(0.56)	0.0146	N/A	N/A
Downside Variance	0.6706	1.22	0.865	0.5755	N/A	0.0911	0.0445	1.33	N/A	N/A
Standard Deviation	0.7457	0.9946	1.1	0.7116	0.4615	0.2562	0.18	1.35	0.3356	0.3422
Kurtosis	1.2	0.6128	2.85	2.45	(0.02)	6.58	(0.06)	5.36	0.5627	0.8364
Potential Upside	1.0	1.56	1.86	1.02	0.6757	0.4011	0.3279	1.94	0.4287	0.4677
Treynor Ratio	0.0975	0.1352	0.1339	0.1017	1.46	(0.05)	(0.06)	0.0857	0.7076	0.5797
Maximum Drawdown	3.54	4.84	5.76	3.92	2.04	1.53	0.7737	8.08	1.41	1.61
Variance	0.556	0.9892	1.21	0.5064	0.2129	0.0656	0.0324	1.82	0.1126	0.1171
Market Risk Adjusted Performance	0.1075	0.1452	0.1439	0.1117	1.47	(0.04)	(0.05)	0.0957	0.7176	0.5897
Risk Adjusted Performance	0.0953	0.1248	0.119	0.0956	(0.15)	0.026	(0)	0.0852	(0.06)	(0.07)
Skewness	(0.32)	(0.23)	0.8768	0.0048	0.2217	(1.25)	0.1032	1.19	(0.07)	(0.08)
Semi Deviation	0.6945	0.8963	0.7362	0.6353	N/A	0.2121	0.1345	0.9935	N/A	N/A
Information Ratio	(0.04)	0.0338	0.0374	(0.05)	(0.46)	(0.43)	(0.66)	0.0125	(0.43)	(0.45)
Value At Risk	(1.25)	(1.39)	(1.41)	(1.30)	(0.84)	(0.27)	(0.33)	(1.74)	(0.54)	(0.66)
Expected Short fall	(0.57)	(0.75)	(0.90)	(0.54)	N/A	(0.22)	(0.18)	(1.06)	N/A	N/A
Downside Deviation	0.8189	1.1	0.93	0.7586	N/A	0.3018	0.2109	1.15	N/A	N/A
Semi Variance	0.4823	0.8034	0.542	0.4036	N/A	0.045	0.0181	0.987	N/A	N/A

Clearbridge Sustainability Competition Performance Charts

Five steps to successful analysis of Clearbridge Sustainability Competition

Clearbridge Sustainability's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Clearbridge Sustainability in relation to its competition. Clearbridge Sustainability's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Clearbridge Sustainability in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Clearbridge Sustainability's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Clearbridge Sustainability, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Clearbridge Sustainability position

In addition to having Clearbridge Sustainability 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.

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Funds or Etfs that invest in the undervalued stocks of large-sized companies. The Large Value Funds theme has 39 constituents at this time.

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Other Information on Investing in Clearbridge Mutual Fund

Clearbridge Sustainability financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Sustainability security.

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