L Mason Qs Fund Quote
| LWLAX Fund | USD 13.35 0.01 0.07% |
Performance6 of 100
| Odds Of DistressLess than 20
|
L Mason is trading at 13.35 as of the 28th of November 2024; that is 0.07 percent increase since the beginning of the trading day. The fund's open price was 13.34. L Mason has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for L Mason Qs are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund is a fund of fundsit invests in other mutual funds and may also invest in exchange-traded funds . It is managed as an asset allocation program and allocates its assets among mutual funds and ETFs managed by the manager and its affiliates. The portfolio managers will allocate between 15 percent to 45 percent of the funds assets to underlying funds that invest in equity and equity-like strategies and between 55 percent to 85 percent of the funds assets to underlying funds that invest in fixed income strategies.. More on L Mason Qs
LWLAX Mutual Fund Highlights
| Fund Concentration | Legg Mason Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Legg Mason (View all Sectors) |
| Update Date | 30th of September 2024 |
L Mason Qs [LWLAX] is traded in USA and was established 28th of November 2024. L Mason is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Legg Mason family. This fund now has accumulated 127.3 M in assets with minimum initial investment of 1 K. L Mason Qs is currently producing year-to-date (YTD) return of 8.33% with the current yeild of 0.02%, while the total return for the last 3 years was 0.81%.
Check L Mason 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 LWLAX 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 LWLAX 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 L Mason Qs 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 L Mason Qs Mutual Fund Constituents
| GOBSX | Legg Mason Bw | Mutual Fund | World Bond | |
| GLOBX | Mfs Global Leaders | Mutual Fund | World Bond-USD Hedged | |
| LDIFX | Qs Global Dividend | Mutual Fund | World Large-Stock Value | |
| LMESX | Clearbridge Appreciation Fund | Mutual Fund | Large Blend | |
| LMISX | Qs Large Cap | Mutual Fund | Large Blend | |
| LQISX | Qs Global Market | Mutual Fund | Equity Market Neutral | |
| LROSX | Legg Mason Bw | Mutual Fund | Nontraditional Bond | |
| LSITX | Clearbridge Large Cap | Mutual Fund | Large Growth |
L Mason Qs Risk Profiles
| Mean Deviation | 0.2366 | |||
| Semi Deviation | 0.2357 | |||
| Standard Deviation | 0.3065 | |||
| Variance | 0.094 |
L Mason Against Markets
Other Information on Investing in LWLAX Mutual Fund
L Mason financial ratios help investors to determine whether LWLAX 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 LWLAX with respect to the benefits of owning L Mason security.
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