ClearBridge Sustainable Ownership
| INFR Etf | USD 24.67 0.04 0.16% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
ClearBridge |
ClearBridge Etf Ownership Analysis
ClearBridge Sustainable is is formed as Regulated Investment Company in the United States. ETF is managed and operated by Franklin Templeton Services, LLC. The fund has 77 constituents with avarage daily trading value of 89.7. The fund charges 0.59 percent management fee with a total expences of 0.59 percent of total asset. The fund retains 98.74% of assets under management (AUM) in equities. ClearBridge Sustainable last dividend was 0.175 per share. The investment seeks to track the investment results of the RARE Global Infrastructure Index . Legg Global is traded on NYSEArca Exchange in the United States. To learn more about ClearBridge Sustainable Infrastructure call the company at 888-386-5535.Sector Exposure (%)
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 ClearBridge Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding ClearBridge Sustainable , and the less return is expected.
Currency Exposure (%)
Investment Allocations (%)
Top Etf Constituents
| CCI | Crown Castle | Stock | |
| CSX | CSX Corporation | Stock | |
| D | Dominion Energy | Stock | |
| DUK | Duke Energy | Stock | |
| KMI | Kinder Morgan | Stock | |
| NSC | Norfolk Southern | Stock | |
| SO | Southern Company | Stock | |
| UNP | Union Pacific | Stock | |
| EJPRF | East Japan Railway | Pink Sheet |
ClearBridge Sustainable Outstanding Bonds
ClearBridge Sustainable issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. ClearBridge Sustainable uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most ClearBridge bonds can be classified according to their maturity, which is the date when ClearBridge Sustainable Infrastructure has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Volcan Compania Minera Corp BondUSP98047AC08 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Pair Trading with ClearBridge Sustainable
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if ClearBridge Sustainable position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in ClearBridge Sustainable will appreciate offsetting losses from the drop in the long position's value.Moving together with ClearBridge Etf
Moving against ClearBridge Etf
| 0.82 | EOS | Eaton Vance Enhanced | PairCorr |
| 0.76 | VUG | Vanguard Growth Index | PairCorr |
| 0.75 | PAVE | Global X Infrastructure | PairCorr |
| 0.73 | VTI | Vanguard Total Stock | PairCorr |
| 0.72 | VO | Vanguard Mid Cap | PairCorr |
The ability to find closely correlated positions to ClearBridge Sustainable could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace ClearBridge Sustainable when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back ClearBridge Sustainable - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling ClearBridge Sustainable Infrastructure to buy it.
The correlation of ClearBridge Sustainable is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as ClearBridge Sustainable moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if ClearBridge Sustainable moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for ClearBridge Sustainable can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in ClearBridge Sustainable Infrastructure. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
The market value of ClearBridge Sustainable is measured differently than its book value, which is the value of ClearBridge that is recorded on the company's balance sheet. Investors also form their own opinion of ClearBridge Sustainable's value that differs from its market value or its book value, called intrinsic value, which is ClearBridge Sustainable's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because ClearBridge Sustainable's market value can be influenced by many factors that don't directly affect ClearBridge Sustainable's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between ClearBridge Sustainable's value and its price as these two are different measures arrived at by different means. Investors typically determine if ClearBridge Sustainable is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, ClearBridge Sustainable's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.