Clearbridge Appreciation Fund Filter Stocks by Fundamentals
LMESX Fund | USD 38.51 0.10 0.26% |
Clearbridge Appreciation Fund fundamentals help investors to digest information that contributes to Clearbridge Appreciation's financial success or failures. It also enables traders to predict the movement of Clearbridge Mutual Fund. The fundamental analysis module provides a way to measure Clearbridge Appreciation's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Clearbridge Appreciation mutual fund.
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Fund Asset Allocation for Clearbridge Appreciation
The fund invests 99.74% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.26%) .Asset allocation divides Clearbridge Appreciation's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Clearbridge Fundamentals
Price To Earning | 19.30 X | |||
Price To Book | 3.02 X | |||
Price To Sales | 2.00 X | |||
Total Asset | 7.94 B | |||
Annual Yield | 0.01 % | |||
Year To Date Return | 24.67 % | |||
One Year Return | 28.37 % | |||
Three Year Return | 10.09 % | |||
Five Year Return | 14.16 % | |||
Ten Year Return | 12.18 % | |||
Net Asset | 6.4 B | |||
Minimum Initial Investment | 1000 K | |||
Last Dividend Paid | 0.32 | |||
Cash Position Weight | 0.26 % | |||
Equity Positions Weight | 99.74 % |
About Clearbridge Appreciation Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Clearbridge Appreciation Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Clearbridge Appreciation using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Clearbridge Appreciation Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Appreciation 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 Appreciation security.
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