Managed Portfolio Series Etf Profile
| LCR Etf | USD 35.25 0.11 0.31% |
Performance4 of 100
| Odds Of DistressLess than 9
|
Managed Portfolio is selling at 35.25 as of the 24th of January 2025; that is 0.31 percent up since the beginning of the trading day. The etf's lowest day price was 35.16. Managed Portfolio has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 24th of January 2025. Click here to learn more.
The fund is an actively-managed exchanged-traded fund of funds and seeks to achieve its objective by investing primarily in other registered investment companies, including other actively-managed exchange-traded funds and index-based ETFs , that provide exposure to a broad range of asset classes. More on Managed Portfolio Series
Moving together with Managed Etf
Managed Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Names | [Las Vegas Sands Corp, Laconia Resources Ltd] |
| Business Concentration | Asset Allocation ETFs, Target Outcome ETFs, Tactical Allocation, Leuthold (View all Sectors) |
| Issuer | Leuthold Group |
| Inception Date | 2020-01-06 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 81.61 Million |
| Asset Type | Multi Asset |
| Category | Asset Allocation |
| Focus | Target Outcome |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | The Leuthold Group, LLC |
| Custodian | U.S. Bank, N.A. |
| Distributor | Compass Distributors, LLC |
| Portfolio Manager | Doug Ramsey,Scott Opsal,Chun Wang |
| Transfer Agent | U.S. Bancorp Fund Services, LLC |
| Fiscal Year End | 30-Sep |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 29.0 |
| Market Maker | GTS |
| Total Expense | 0.94 |
| Management Fee | 0.5 |
| Country Name | USA |
| Returns Y T D | 2.65 |
| Name | Managed Portfolio Series |
| Currency Code | USD |
| Open Figi | BBG00R97KLK4 |
| In Threey Volatility | 10.09 |
| 1y Volatility | 8.23 |
| 200 Day M A | 34.4226 |
| 50 Day M A | 35.2321 |
| Code | LCR |
| Updated At | 24th of January 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.05 |
| Type | ETF |
Managed Portfolio Series [LCR] is traded in USA and was established 2020-01-03. The fund is classified under Tactical Allocation category within Leuthold family. The entity is thematically classified as Asset Allocation ETFs. Managed Portfolio Series now have 51.13 M in assets. , while the total return for the last 3 years was 6.6%.
Check Managed Portfolio Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Managed Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Managed Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Managed Portfolio Series Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Managed Portfolio Series Etf Constituents
| RWM | ProShares Short Russell2000 | Etf | Trading--Inverse Equity | |
| SH | ProShares Short SP500 | Etf | Trading--Inverse Equity | |
| FENY | Fidelity MSCI Energy | Etf | Equity Energy | |
| XLY | Consumer Discretionary Select | Etf | Consumer Cyclical | |
| XLV | Health Care Select | Etf | Health | |
| XLK | Technology Select Sector | Etf | Technology | |
| XLF | Financial Select Sector | Etf | Financial | |
| XLC | Communication Services Select | Etf | Communications |
Managed Portfolio Series Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Managed Portfolio. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0171 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.06) |
Managed Portfolio Against Markets
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Managed Portfolio Series. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
The market value of Managed Portfolio Series is measured differently than its book value, which is the value of Managed that is recorded on the company's balance sheet. Investors also form their own opinion of Managed Portfolio's value that differs from its market value or its book value, called intrinsic value, which is Managed Portfolio's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Managed Portfolio's market value can be influenced by many factors that don't directly affect Managed Portfolio's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Managed Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if Managed Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Managed Portfolio's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.