Clearbridge Mid Cap Fund Manager Performance Evaluation
| SMCPX Fund | USD 41.99 0.18 0.43% |
The fund shows a Beta (market volatility) of 1.06, which signifies a somewhat significant risk relative to the market. Clearbridge Mid returns are very sensitive to returns on the market. As the market goes up or down, Clearbridge Mid is expected to follow.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Clearbridge Mid Cap are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Clearbridge Mid showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.8500 |
Clearbridge |
Clearbridge Mid Relative Risk vs. Return Landscape
If you would invest 3,683 in Clearbridge Mid Cap on September 2, 2024 and sell it today you would earn a total of 516.00 from holding Clearbridge Mid Cap or generate 14.01% return on investment over 90 days. Clearbridge Mid Cap is currently producing 0.2087% returns and takes up 0.8554% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Clearbridge, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clearbridge Mid Current Valuation
Fairly Valued
Today
Please note that Clearbridge Mid's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Clearbridge Mid Cap shows a prevailing Real Value of $41.27 per share. The current price of the fund is $41.99. We determine the value of Clearbridge Mid Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Clearbridge Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clearbridge Mutual Fund. However, Clearbridge Mid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 41.99 | Real 41.27 | Hype 41.99 |
The intrinsic value of Clearbridge Mid's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Clearbridge Mid's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Clearbridge Mid Cap helps investors to forecast how Clearbridge mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Clearbridge Mid more accurately as focusing exclusively on Clearbridge Mid's fundamentals will not take into account other important factors: Clearbridge Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clearbridge Mid Cap, and traders can use it to determine the average amount a Clearbridge Mid's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2439
| Best Portfolio | Best Equity | |||
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| Small Returns | SMCPX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 19 81% of assets perform better |
Based on monthly moving average Clearbridge Mid is performing at about 19% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Clearbridge Mid by adding it to a well-diversified portfolio.
Clearbridge Mid Fundamentals Growth
Clearbridge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clearbridge Mid, and Clearbridge Mid fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Clearbridge Mutual Fund performance.
| Price To Earning | 17.22 X | ||||
| Price To Book | 2.57 X | ||||
| Price To Sales | 1.20 X | ||||
| Total Asset | 1.98 B | ||||
About Clearbridge Mid Performance
Evaluating Clearbridge Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clearbridge Mid has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Clearbridge Mid has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of medium capitalization companies. The fund may invest up to 20 percent of its assets in equity securities of companies other than medium capitalization companies. The fund may also invest up to 25 percent of its net assets in securities of foreign issuers.Things to note about Clearbridge Mid Cap performance evaluation
Checking the ongoing alerts about Clearbridge Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clearbridge Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Clearbridge Mid's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Clearbridge Mid's mutual fund performance include:- Analyzing Clearbridge Mid's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Clearbridge Mid's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge Mid's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Clearbridge Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge Mid's mutual fund. These opinions can provide insight into Clearbridge Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Mid financial ratios help investors to determine whether Clearbridge 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 Clearbridge with respect to the benefits of owning Clearbridge Mid security.
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