Martin Currie Competition

Mutual Funds . USA . 
Fund . Martin Currie Emerging
MCEMX Fund  USD 18.48  0.27  1.44%   
Martin Currie Emerging competes with Martin Currie, Martin Currie, Utilities Fund, Prudential Jennison, and Prudential Jennison; as well as few others. The fund is listed under Diversified Emerging Mkts category and is part of Legg Mason family. Analyzing Martin Currie 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 Martin Currie to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Martin Currie Correlation with its peers.

Martin Currie vs Schwab Target Correlation

Very poor diversification

The correlation between Martin Currie Emerging and SWYLX is 0.86 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Martin Currie Emerging and SWYLX in the same portfolio, assuming nothing else is changed.

Moving together with Martin Mutual Fund

  0.64LGASX Clearbridge Small CapPairCorr
  0.75LGFEX Qs International EquityPairCorr
  0.64SAPCX Clearbridge AppreciationPairCorr
  0.72LGOCX Legg Mason BwPairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
17.5618.4819.40
Details
Intrinsic
Valuation
LowRealHigh
16.6319.7520.67
Details
Naive
Forecast
LowNextHigh
17.6918.6119.53
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
17.0017.9718.93
Details

Martin Currie Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Martin Currie 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 Martin 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 Martin Currie Emerging does not affect the price movement of the other competitor.

Risk-Adjusted Indicators

There is a big difference between Martin Mutual Fund performing well and Martin Currie 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 Martin Currie'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
MEFIX  0.71  0.10  0.11  0.20  0.67 
(0.84)
 1.47 
(1.45)
 4.34 
MCEIX  0.71  0.10  0.11  0.20  0.66 
(0.85)
 1.49 
(1.44)
 4.33 
BULIX  0.73  0.08  0.06  0.70  0.75 
(0.84)
 1.16 
(1.35)
 11.38 
PJOQX  0.56  0.05  0.05  0.10  0.64 
(0.61)
 1.21 
(1.02)
 3.43 
PJIAX  0.69  0.23  0.26 (6.93) 0.39 
(0.87)
 1.21 
(1.02)
 12.05 
HNVIX  0.77  0.06  0.06  0.09  0.88 
(0.88)
 2.06 
(1.46)
 4.93 
SMAYX  1.00  0.15  0.12  0.19  0.99 
(1.13)
 1.92 
(1.78)
 11.05 
HRVIX  0.77  0.05  0.06  0.09  0.88 
(0.87)
 2.07 
(1.45)
 4.93 
CPZ  0.41 (0.04) 0.00 (0.19) 0.00 
 0.00 
 0.75 
(0.82)
 2.77 
SWYLX  0.24  0.02 (0.05) 0.26  0.28 
(0.27)
 0.58 
(0.51)
 1.59 

Martin Currie Competitive Analysis

The better you understand Martin Currie competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Martin Currie'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 Martin Currie'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
MCEMX MEFIX MCEIX BULIX PJOQX PJIAX HNVIX SMAYX HRVIX CPZ
 1.44 
 18.48 
Martin
 1.45 
 18.36 
Martin
 1.44 
 18.42 
Martin
 0.16 
 18.82 
Utilities
 0.75 
 23.93 
Prudential
 0.77 
 22.35 
Prudential
 0.47 
 38.30 
Heartland
 1.25 
 36.20 
Small
 0.46 
 38.63 
Heartland
 0.47 
 14.78 
Calamos
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)
Good
Good
Good
Fair
Good
Good
Good
Good
Good
Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Under Valued
Under Valued
Fairly Valued
Fairly Valued
Under Valued
Under Valued
Under Valued
Fairly Valued
Fairly 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
Strong Sell
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Buy
Strong Buy
Hold
Strong Buy
Buy
Strong Buy
Strong Buy
Strong Hold
Cautious Hold
Net Asset
115.29 M
115.29 M
315.51 M
285.07 M
427.86 M
292.8 M
285.39 M
422.33 M
285.39 M
671.26 M
EBITDA
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
25.3 M
Price To Book
N/A
1.58
1.58
1.94
N/A
1.8
1.42
N/A
1.42
0.53
Five Year Return
0.44
0.0759
0.35
7.55
14.15
14.97
5.16
3.54
3.86
N/A
Retained Earnings
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
(65.96 M)
One Year Return
41.38
40.91
41.28
14.62
15.78
18.15
6.84
5.39
6.31
N/A
Cash Position Weight
0.27
0.54
0.27
N/A
0.48
2.96
1.17
2.13
3.13
N/A
Equity Positions Weight
99.73
99.47
99.73
100.0
98.17
97.04
98.83
97.87
96.87
N/A
Shares Outstanding
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
19.63 M
Three Year Return
12.56
12.17
12.46
11.58
20.04
19.98
1.95
11.98
1.42
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
(64.15 M)
Annual Yield
0.0068
0.0034
0.0058
0.0243
0.0102
0.0078
0.0091
0.0027
0.0062
0.11
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
120 M
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.4 K
Minimum Initial Investment
N/A
N/A
N/A
2.5 K
N/A
N/A
500 K
N/A
N/A
N/A
Total Asset
603.84 M
532.65 M
269.55 M
285.07 M
230.72 M
196.08 M
126.72 M
340.85 M
158.66 M
671.26 M
Last Dividend Paid
0.09
0.03
0.09
0.1
0.18
0.14
0.28
N/A
0.18
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.09
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
50.87
Market Capitalization
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
290.16 M
Price To Earning
N/A
13.61
13.61
14.59
N/A
18.15
21.42
N/A
21.42
2.71
Price To Sales
N/A
1.6
1.6
1.35
N/A
1.63
1.1
N/A
1.1
14.57
Net Income
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
19.29 M
Earnings Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.99
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.72
Year To Date Return
6.74
6.72
6.76
1.41
2.73
4.39
7.85
6.1
7.31
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
55.51 M
Ten Year Return
N/A
N/A
N/A
9.28
8.69
8.34
6.42
9.57
6.16
N/A
Day Typical Price
18.48
18.36
18.42
18.82
23.93
22.35
38.3
36.2
38.63
14.81
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0107
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.16
Daily Balance Of Power
0
0
0
0
0
9.2 T
0
0
0
(0.44)
Period Momentum Indicator
(0.27)
(0.27)
(0.27)
(0.03)
(0.18)
0.17
(0.18)
(0.46)
(0.18)
(0.07)
Rate Of Daily Change
0.99
0.99
0.99
1.0
0.99
1.01
1.0
0.99
1.0
1.0
Day Median Price
18.48
18.36
18.42
18.82
23.93
22.35
38.3
36.2
38.63
14.82
Price Action Indicator
(0.13)
(0.13)
(0.13)
(0.01)
(0.09)
0.085
(0.09)
(0.23)
(0.09)
(0.07)
Relative Strength Index
64.88
64.81
64.86
60.74
60.0
66.64
61.36
59.95
61.32
47.74
Coefficient Of Variation
670.85
674.7
669.28
1460.44
847.59
574.21
1029.6
823.01
1037.32
(2,652)
Mean Deviation
0.7171
0.7092
0.7126
0.7296
0.5579
0.6944
0.7743
1.0
0.7716
0.4137
Jensen Alpha
0.1039
0.102
0.1038
0.0801
0.0468
0.2339
0.0553
0.1499
0.0545
(0.04)
Total Risk Alpha
0.0819
0.0804
0.0817
0.0178
0.0395
0.1654
0.0419
0.1072
0.0411
(0.06)
Sortino Ratio
0.1131
0.1091
0.1139
0.0562
0.0522
0.259
0.0584
0.1232
0.0576
N/A
Downside Variance
0.6478
0.6682
0.6324
0.7708
0.5553
0.5835
0.9962
1.47
0.9925
N/A
Standard Deviation
0.9124
0.9051
0.9069
1.38
0.7103
1.39
1.06
1.6
1.06
0.5301
Kurtosis
0.4315
0.4094
0.4477
30.48
0.54
35.67
0.8869
15.61
0.9342
0.7292
Potential Upside
1.49
1.47
1.49
1.16
1.21
1.21
2.06
1.92
2.07
0.7498
Treynor Ratio
0.1994
0.1955
0.2022
0.6995
0.0955
(6.93)
0.0858
0.1859
0.0852
(0.19)
Maximum Drawdown
4.37
4.34
4.33
11.38
3.43
12.05
4.93
11.05
4.93
2.77
Variance
0.8325
0.8191
0.8226
1.9
0.5046
1.94
1.13
2.56
1.13
0.281
Market Risk Adjusted Performance
0.2094
0.2055
0.2122
0.7095
0.1055
(6.92)
0.0958
0.1959
0.0952
(0.18)
Risk Adjusted Performance
0.1099
0.1092
0.1101
0.0543
0.0851
0.1308
0.0734
0.0934
0.0729
(0.03)
Skewness
0.2607
0.2426
0.2986
4.51
(0.42)
5.09
0.284
2.72
0.2924
0.4332
Semi Deviation
0.6574
0.6704
0.6601
0.7509
0.6428
0.3904
0.877
0.9912
0.8757
N/A
Information Ratio
0.0998
0.0986
0.0999
0.0358
0.0547
0.1419
0.0548
0.0934
0.0541
(0.12)
Value At Risk
(1.44)
(1.45)
(1.44)
(1.35)
(1.02)
(1.02)
(1.46)
(1.78)
(1.45)
(0.82)
Expected Short fall
(0.85)
(0.84)
(0.85)
(0.84)
(0.61)
(0.87)
(0.88)
(1.13)
(0.87)
N/A
Downside Deviation
0.8049
0.8175
0.7953
0.8779
0.7452
0.7638
0.9981
1.21
0.9963
N/A
Semi Variance
0.4321
0.4494
0.4358
0.5639
0.4131
0.1524
0.7691
0.9824
0.7668
N/A

Martin Currie Competition Performance Charts

Five steps to successful analysis of Martin Currie Competition

Martin Currie'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 Martin Currie Emerging in relation to its competition. Martin Currie's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Martin Currie 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 Martin Currie's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Martin Currie Emerging, 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 Martin Currie position

In addition to having Martin Currie 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 Junk Bonds Funds Thematic Idea Now

Junk Bonds Funds
Junk Bonds Funds Theme
Funds or Etfs that invest most of their assets into speculative (junk) bonds or to other fixed income instruments with interest rates 3 to 4 percentage points above government issues. The Junk Bonds Funds theme has 45 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 Junk Bonds Funds Theme or any other thematic opportunities.
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Other Information on Investing in Martin Mutual Fund

Martin Currie financial ratios help investors to determine whether Martin 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 Martin with respect to the benefits of owning Martin Currie security.
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