Clearbridge Appreciation Financials
| SHAPX Fund | USD 38.58 0.11 0.28% |
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 Appreciation Fund Summary
Clearbridge Appreciation competes with International Investors, Gold And, Sprott Gold, Fidelity Advisor, and Great-west Goldman. The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20 percent of its net assets in the equity securities of foreign issuers.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US52468E1055 |
| Business Address | LEGG MASON LLC |
| Mutual Fund Family | Franklin Templeton Investments |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 877 721 1926 |
| Currency | USD - US Dollar |
Clearbridge Appreciation Key Financial Ratios
Clearbridge Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Clearbridge Appreciation's current stock value. Our valuation model uses many indicators to compare Clearbridge Appreciation value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Clearbridge Appreciation competition to find correlations between indicators driving Clearbridge Appreciation's intrinsic value. More Info.Clearbridge Appreciation Fund is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Clearbridge Appreciation Fund is roughly 6.39 . 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 Appreciation's earnings, one of the primary drivers of an investment's value.Clearbridge Appreciation Systematic Risk
Clearbridge Appreciation's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Clearbridge Appreciation 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Clearbridge Appreciation correlated with the market. If Beta is less than 0 Clearbridge Appreciation generally moves in the opposite direction as compared to the market. If Clearbridge Appreciation Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Clearbridge Appreciation is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Clearbridge Appreciation is generally in the same direction as the market. If Beta > 1 Clearbridge Appreciation moves generally in the same direction as, but more than the movement of the benchmark.
Clearbridge Appreciation November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Clearbridge Appreciation help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Clearbridge Appreciation Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Clearbridge Appreciation Fund 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 Appreciation's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7588 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 3.9 | |||
| Value At Risk | (1.28) | |||
| Potential Upside | 1.05 |
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Appreciation 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 Appreciation security.
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