Acquisition by Jose Gonzalez of 198 shares of Axa Equitable subject to Rule 16b-3

LMNVX Fund  USD 143.98  0.66  0.46%   
Slightly above 52% of Clearbridge Value's investor base is interested to short. The analysis of overall sentiment of trading Clearbridge Value Trust mutual fund suggests that many investors are impartial at this time. Clearbridge Value's investing sentiment can be driven by a variety of factors including economic data, Clearbridge Value's earnings reports, geopolitical events, and overall market trends.
  
Filed transaction by Axa Equitable Holdings Officer Chief Legal Officer. Grant, award or other acquisition pursuant to Rule 16b-3

Read at macroaxis.com
Axa insider trading alert for acquisition of common stock by Jose Gonzalez, Officer: Chief Legal Officer, on 21st of November 2024. This event was filed by Axa Equitable Holdings with SEC on 2024-08-13. Statement of changes in beneficial ownership - SEC Form 4. Jose Gonzalez currently serves as senior executive vice president, chief legal officer, company secretary of Axa Equitable Holdings

Clearbridge Value Fundamental Analysis

We analyze Clearbridge Value'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 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.

Five Year Return

Five Year Return Comparative Analysis

Clearbridge Value is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Clearbridge Value Trust Potential Pair-trading

One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Clearbridge Value mutual fund to make a market-neutral strategy. Peer analysis of Clearbridge Value could also be used in its relative valuation, which is a method of valuing Clearbridge Value by comparing valuation metrics with similar companies.

Other Information on Investing in Clearbridge Mutual Fund

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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