Qs Large Cap Fund Quote

LMUSX Fund  USD 25.41  0.02  0.08%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 18

 
High
 
Low
Low
Qs Large is trading at 25.41 as of the 21st of November 2024; that is 0.08 percent increase since the beginning of the trading day. The fund's open price was 25.39. Qs Large 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 Qs Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of December 2022 and ending today, the 21st 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 LMUSX Mutual Fund

  0.95SAGCX Clearbridge AggressivePairCorr
  0.9LGASX Clearbridge Small CapPairCorr
  0.98SAPCX Clearbridge AppreciationPairCorr

Moving against LMUSX Mutual Fund

  0.82LGOCX Legg Mason BwPairCorr
  0.79WABCX Western Asset EPairCorr
  0.78WAPCX Western Asset EPairCorr
  0.77WACSX Western Asset EPairCorr
  0.76WABRX Western Asset EPairCorr
  0.74WACIX Western Asset EPairCorr

LMUSX Mutual Fund Highlights

Thematic Ideas
Showing 3 out of 4 themes
Fund ConcentrationLegg Mason Funds, Large Blend Funds, Commodities Funds, Hybrid Mix Funds, Large Blend Funds, Large Value Funds, Large Blend, Legg Mason, Large Blend, Large Blend (View all Sectors)
Update Date30th of September 2024
Qs Large Cap [LMUSX] is traded in USA and was established 21st of November 2024. Qs Large 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. The entity is thematically classified as Commodities Funds. 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 28.7% with the current yeild of 0.0%, while the total return for the last 3 years was 9.36%.
Check Qs Large 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 LMUSX 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 LMUSX 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

BAThe BoeingStockIndustrials
GOOGLAlphabet Inc Class AStockCommunication Services
TRPXXShort Term Investment TrustMoney Market FundUS Money Market Fund
PYPLPayPal HoldingsStockFinancials
TSLATesla IncStockConsumer Discretionary
NVDANVIDIAStockInformation Technology
UNHUnitedHealth Group IncorporatedStockHealth Care
MSFTMicrosoftStockInformation Technology
More Details

Qs Large Cap Risk Profiles

Qs Large Against Markets

Other Information on Investing in LMUSX Mutual Fund

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