Clearbridge Value Trust Fund Bond Positions Weight
| LMNVX Fund | USD 143.11 0.91 0.64% |
Clearbridge Value Trust fundamentals help investors to digest information that contributes to Clearbridge Value'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 Value'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 Value mutual fund.
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Clearbridge Value Trust Mutual Fund Bond Positions Weight Analysis
Clearbridge Value's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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In accordance with the recently published financial statements, Clearbridge Value Trust has a Bond Positions Weight of 0.0%. This is 100.0% lower than that of the Franklin Templeton Investments family and about the same as Large Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Clearbridge Value
The fund invests 99.25% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.75%) .Asset allocation divides Clearbridge Value'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 | 16.07 X | ||||
| Price To Book | 1.86 X | ||||
| Price To Sales | 1.46 X | ||||
| Total Asset | 364.11 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 20.50 % | ||||
| One Year Return | 29.62 % | ||||
| Three Year Return | 10.62 % | ||||
| Five Year Return | 14.74 % | ||||
| Ten Year Return | 8.81 % | ||||
| Net Asset | 1.95 B | ||||
| Minimum Initial Investment | 1000 K | ||||
| Cash Position Weight | 0.75 % | ||||
| Equity Positions Weight | 99.25 % |
About Clearbridge Value Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Clearbridge Value Trust's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Clearbridge Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Clearbridge Value Trust 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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Clearbridge Value 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 Value security.
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