Clearbridge Select Fund Manager Performance Evaluation
| LCBSX Fund | USD 55.65 0.38 0.68% |
The fund shows a Beta (market volatility) of 0.49, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Clearbridge Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clearbridge Select is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Clearbridge Select Fund are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Clearbridge Select may actually be approaching a critical reversion point that can send shares even higher in March 2025.
...more| Expense Ratio | 1.3700 |
Clearbridge |
Clearbridge Select Relative Risk vs. Return Landscape
If you would invest 5,129 in Clearbridge Select Fund on November 3, 2024 and sell it today you would earn a total of 436.00 from holding Clearbridge Select Fund or generate 8.5% return on investment over 90 days. Clearbridge Select Fund is currently producing 0.1427% returns and takes up 1.1604% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Clearbridge, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clearbridge Select Current Valuation
Fairly Valued
Today
Please note that Clearbridge Select's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Clearbridge Select shows a prevailing Real Value of $55.33 per share. The current price of the fund is $55.65. We determine the value of Clearbridge Select 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 Select is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clearbridge Mutual Fund. However, Clearbridge Select'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 55.65 | Real 55.33 | Hype 55.65 | Naive 55.74 |
The intrinsic value of Clearbridge Select'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 Select'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 Select Fund 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 Select more accurately as focusing exclusively on Clearbridge Select's fundamentals will not take into account other important factors: Clearbridge Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Select's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clearbridge Select Fund, and traders can use it to determine the average amount a Clearbridge Select'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 = 0.123
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| Cash | LCBSX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Clearbridge Select is performing at about 9% 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 Select by adding it to a well-diversified portfolio.
Clearbridge Select Fundamentals Growth
Clearbridge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clearbridge Select, and Clearbridge Select 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 | 30.29 X | |||
| Price To Book | 4.24 X | |||
| Price To Sales | 3.03 X | |||
| Total Asset | 2.21 B | |||
About Clearbridge Select Performance
Evaluating Clearbridge Select's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clearbridge Select 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 Select 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.
The fund seeks to achieve its investment objective by taking an unconstrained approach to investing with an emphasis on equity securities. Under normal circumstances, it invests primarily in publicly traded equity and equity-related securities of U.S. and non-U.S. companies or other instruments with similar economic characteristics. The fund may invest in securities of issuers of any market capitalization. It is non-diversified.Things to note about Clearbridge Select performance evaluation
Checking the ongoing alerts about Clearbridge Select for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clearbridge Select help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 6.81% of its assets in cash |
- Analyzing Clearbridge Select'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 Select's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge Select'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 Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge Select's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge Select's mutual fund. These opinions can provide insight into Clearbridge Select's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Select 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 Select security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |