Qs Large Cap Fund Quote

LMISX Fund  USD 25.65  0.17  0.67%   

Performance

12 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Qs Us is trading at 25.65 as of the 25th of November 2024; that is 0.67 percent up since the beginning of the trading day. The fund's open price was 25.48. Qs Us 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 Qs Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in U.S. equity securities or other investments with similar economic characteristics of large capitalization companies. More on Qs Large Cap

Moving together with LMISX Mutual Fund

  0.99SAGCX Clearbridge AggressivePairCorr
  0.95LGASX Clearbridge Small CapPairCorr
  0.98SAPCX Clearbridge AppreciationPairCorr

Moving against LMISX Mutual Fund

  0.82LGOCX Legg Mason BwPairCorr
  0.79WABCX Western Asset EPairCorr
  0.79WABRX Western Asset EPairCorr
  0.78WACSX Western Asset EPairCorr
  0.77WAPCX Western Asset EPairCorr
  0.76WACIX Western Asset EPairCorr

LMISX Mutual Fund Highlights

Fund ConcentrationLegg Mason Funds, Large Blend Funds, Large Blend, Legg Mason, Large Blend, Large Blend (View all Sectors)
Update Date30th of September 2024
Qs Large Cap [LMISX] is traded in USA and was established 25th of November 2024. Qs Us is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Legg Mason family. This fund now has accumulated 737.74 M in assets with no minimum investment requirementsQs Large Cap is currently producing year-to-date (YTD) return of 30.2% with the current yeild of 0.01%, while the total return for the last 3 years was 9.95%.
Check Qs Us 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 LMISX 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 LMISX 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 Qs Large Cap 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 Qs Large Cap Mutual Fund Constituents

VLOValero EnergyStockEnergy
BAThe BoeingStockIndustrials
CSCOCisco SystemsStockInformation Technology
NOCNorthrop GrummanStockIndustrials
CVXChevron CorpStockEnergy
ABBVAbbVie IncStockHealth Care
XOMExxon Mobil CorpStockEnergy
UNHUnitedHealth Group IncorporatedStockHealth Care
More Details

Qs Us Top Holders

LMEIXQs Servative GrowthMutual FundAllocation--50% to 70% Equity
SCGRXQs Moderate GrowthMutual FundAllocation--70% to 85% Equity
SBCPXQs Defensive GrowthMutual FundAllocation--30% to 50% Equity
LWLAXL Mason QsMutual FundAllocation--30% to 50% Equity
LMLRXQs Defensive GrowthMutual FundAllocation--30% to 50% Equity
SCBCXQs Servative GrowthMutual FundAllocation--50% to 70% Equity
LLARXQs Servative GrowthMutual FundAllocation--50% to 70% Equity
LMGIXQs Defensive GrowthMutual FundAllocation--30% to 50% Equity
More Details

Qs Large Cap Risk Profiles

Qs Us Against Markets

Other Information on Investing in LMISX Mutual Fund

Qs Us financial ratios help investors to determine whether LMISX 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 LMISX with respect to the benefits of owning Qs Us security.
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