Qs Small Capitalization Fund Quote
| LMSIX Fund | USD 13.89 0.02 0.14% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Qs Small is trading at 13.89 as of the 24th of December 2024; that is 0.14 percent decrease since the beginning of the trading day. The fund's open price was 13.91. Qs Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of November 2024 and ending today, the 24th of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations domiciled, or having their principal activities, in the United States, at the time of investment or other investments with similar economic characteristics. More on Qs Small Capitalization
Moving together with LMSIX Mutual Fund
Moving against LMSIX Mutual Fund
LMSIX Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Small Blend Funds, Small Blend, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Qs Small Capitalization [LMSIX] is traded in USA and was established 24th of December 2024. Qs Small is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Franklin Templeton Investments family. This fund now has accumulated 105.96 M in assets with minimum initial investment of 1000 K. Qs Small Capitalization is currently producing year-to-date (YTD) return of 10.59% with the current yeild of 0.01%, while the total return for the last 3 years was 5.55%.
Check Qs Small 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 LMSIX 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 LMSIX 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 Small Capitalization 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 Small Capitalization Mutual Fund Constituents
| UNFI | United Natural Foods | Stock | Consumer Staples | |
| DK | Delek Energy | Stock | Energy | |
| ENVA | Enova International | Stock | Financials | |
| AVA | Avista | Stock | Utilities | |
| TTEK | Tetra Tech | Stock | Industrials | |
| AX | Axos Financial | Stock | Financials | |
| DAN | Dana Inc | Stock | Consumer Discretionary | |
| MTG | MGIC Investment Corp | Stock | Financials |
Qs Small Capitalization Risk Profiles
| Mean Deviation | 0.9585 | |||
| Standard Deviation | 1.44 | |||
| Variance | 2.07 | |||
| Risk Adjusted Performance | (0.03) |
Qs Small Against Markets
Other Information on Investing in LMSIX Mutual Fund
Qs Small financial ratios help investors to determine whether LMSIX 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 LMSIX with respect to the benefits of owning Qs Small security.
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