Lebenthal Lisanti Small Fund Quote
| ASCGX Fund | USD 22.29 0.35 1.60% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Lebenthal Lisanti is trading at 22.29 as of the 25th of November 2024; that is 1.60 percent increase since the beginning of the trading day. The fund's open price was 21.94. Lebenthal Lisanti has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Lebenthal Lisanti Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in the equity securities of smaller, lesser-known companies whose stocks are traded in the U.S. markets. It normally invests in companies that the Adviser believes are in an early stage or transitional point in their development and have above average prospects for growth.. More on Lebenthal Lisanti Small
Moving together with Lebenthal Mutual Fund
Lebenthal Mutual Fund Highlights
| Fund Concentration | Lisanti SmallCap Funds, Large Funds, Small Growth Funds, Small Growth, Lisanti SmallCap, Large, Small Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lebenthal Lisanti Small [ASCGX] is traded in USA and was established 25th of November 2024. Lebenthal Lisanti is listed under Lisanti SmallCap category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Lisanti SmallCap family. This fund presently has accumulated 60.02 M in assets under management (AUM) with minimum initial investment of 100. Lebenthal Lisanti Small is currently producing year-to-date (YTD) return of 26.19%, while the total return for the last 3 years was -8.56%.
Check Lebenthal Lisanti Probability Of Bankruptcy
Instrument Allocation
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 Lebenthal Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lebenthal Mutual Fund, 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 Lebenthal Lisanti Small Mutual Fund, 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 Lebenthal Lisanti Small Mutual Fund Constituents
| SIBN | Si Bone | Stock | Health Care | |
| FN | Fabrinet | Stock | Information Technology | |
| FIX | Comfort Systems USA | Stock | Industrials | |
| COHR | Coherent | Stock | Information Technology | |
| FIVE | Five Below | Stock | Consumer Discretionary | |
| PODD | Insulet | Stock | Health Care | |
| WMS | Advanced Drainage Systems | Stock | Industrials | |
| OLLI | Ollies Bargain Outlet | Stock | Consumer Discretionary |
Lebenthal Lisanti Small Risk Profiles
| Mean Deviation | 1.11 | |||
| Semi Deviation | 1.16 | |||
| Standard Deviation | 1.44 | |||
| Variance | 2.07 |
Lebenthal Lisanti Against Markets
Other Information on Investing in Lebenthal Mutual Fund
Lebenthal Lisanti financial ratios help investors to determine whether Lebenthal 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 Lebenthal with respect to the benefits of owning Lebenthal Lisanti security.
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