Legg Mason is trading at 23.74 as of the 2nd of December 2024; that is 0.17% increase since the beginning of the trading day. The fund's open price was 23.7. Legg Mason has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Legg Mason Bw are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus the amount of borrowings for investment purposes, if any, in issuers domiciled, or having their principal activities, in the United States, at the time of investment or other instruments with similar economic characteristics. More on Legg Mason Bw
Legg Mason Bw [LBDRX] is traded in USA and was established 2nd of December 2024. Legg Mason is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Large Value category and is part of Legg Mason family. The entity is thematically classified as Small Blend Funds. This fund now has accumulated 989.75 M in assets with no minimum investment requirementsLegg Mason Bw is currently producing year-to-date (YTD) return of 26.88% with the current yeild of 0.01%, while the total return for the last 3 years was 11.11%.
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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 Legg 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 Legg 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 Legg Mason Bw 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.
Other Information on Investing in Legg Mutual Fund
Legg Mason financial ratios help investors to determine whether Legg 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 Legg with respect to the benefits of owning Legg Mason security.