Clearbridge Value Financials
| LMVTX Fund | USD 108.16 0.49 0.46% |
Clearbridge |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Clearbridge Value Fund Summary
Clearbridge Value competes with Black Oak, Ep Emerging, Growth Strategy, Calvert Emerging, and Shelton Emerging. The fund invests primarily in equity securities that, in the portfolio managers opinion, offer the potential for capital growth. It generally invests in companies with market capitalizations greater than 5 billion, but may invest in companies of any size.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5246866157 |
| Business Address | Legg Mason Global |
| Mutual Fund Family | Legg Mason |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 877 721 1926 |
| Currency | USD - US Dollar |
Clearbridge Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Clearbridge Value's current stock value. Our valuation model uses many indicators to compare Clearbridge Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Clearbridge Value competition to find correlations between indicators driving Clearbridge Value's intrinsic value. More Info.Clearbridge Value Trust is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Clearbridge Value Trust is roughly 8.64 . 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 Clearbridge Value's earnings, one of the primary drivers of an investment's value.Clearbridge Value Trust Systematic Risk
Clearbridge Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Clearbridge Value volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Clearbridge Value Trust correlated with the market. If Beta is less than 0 Clearbridge Value generally moves in the opposite direction as compared to the market. If Clearbridge Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Clearbridge Value Trust is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Clearbridge Value is generally in the same direction as the market. If Beta > 1 Clearbridge Value moves generally in the same direction as, but more than the movement of the benchmark.
Clearbridge Value November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Clearbridge Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Clearbridge Value Trust. We use our internally-developed statistical techniques to arrive at the intrinsic value of Clearbridge Value Trust based on widely used predictive technical indicators. In general, we focus on analyzing Clearbridge Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Clearbridge Value's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7125 | |||
| Information Ratio | 0.0328 | |||
| Maximum Drawdown | 4.51 | |||
| Value At Risk | (0.95) | |||
| Potential Upside | 1.37 |
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Value 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 Value security.
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