Leland Thomson Reuters Fund Quote

LDVAX Fund  USD 25.89  0.29  1.13%   

Performance

14 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Leland Thomson is trading at 25.89 as of the 22nd of November 2024; that is 1.13 percent up since the beginning of the trading day. The fund's open price was 25.6. Leland Thomson has less than a 17 % 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 Leland Thomson Reuters are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in the component publicly listed assets included in the underlying index. The index seeks to replicate the aggregate gross performance of U.S. More on Leland Thomson Reuters

Moving together with Leland Mutual Fund

  1.0LDVCX Leland Thomson ReutersPairCorr
  1.0LDVIX Axs Thomson ReutersPairCorr
  0.93FAFGX American FundsPairCorr
  0.93FFAFX American FundsPairCorr
  0.93GFACX Growth FundPairCorr

Moving against Leland Mutual Fund

  0.65BTMPX Ishares Msci EafePairCorr
  0.65MDIIX Blackrock Intern IndexPairCorr
  0.63BTMKX Blackrock InternationalPairCorr

Leland Mutual Fund Highlights

Fund ConcentrationLeland Funds, Large Growth Funds, Large Growth, Leland Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of February 2020
Fiscal Year EndSeptember
Leland Thomson Reuters [LDVAX] is traded in USA and was established 22nd of November 2024. Leland Thomson is listed under Leland Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Leland Funds family. This fund now has accumulated 220.54 M in assets with no minimum investment requirementsLeland Thomson Reuters is currently producing year-to-date (YTD) return of 28.16%, while the total return for the last 3 years was -7.39%.
Check Leland Thomson 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 Leland 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 Leland 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 Leland Thomson Reuters 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 Leland Thomson Reuters Mutual Fund Constituents

CTSHCognizant Technology SolutionsStockInformation Technology
PGProcter GambleStockConsumer Staples
MAMastercardStockFinancials
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
UBERUber TechnologiesStockIndustrials
TRPXXShort Term Investment TrustMoney Market FundUS Money Market Fund
SQBlock IncStockIndustrials
More Details

Leland Thomson Reuters Risk Profiles

Leland Thomson Against Markets

Other Information on Investing in Leland Mutual Fund

Leland Thomson financial ratios help investors to determine whether Leland 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 Leland with respect to the benefits of owning Leland Thomson security.
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