Clearbridge Select Fund Manager Performance Evaluation
| LCLAX Fund | USD 57.21 1.02 1.75% |
The fund shows a Beta (market volatility) of 0.0339, which signifies not very significant fluctuations relative to the market. 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
Weakest
Weak | Strong |
Over the last 90 days Clearbridge Select has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Clearbridge Select is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 1.3300 |
Clearbridge |
Clearbridge Select Relative Risk vs. Return Landscape
If you would invest 5,895 in Clearbridge Select on November 3, 2025 and sell it today you would lose (174.00) from holding Clearbridge Select or give up 2.95% of portfolio value over 90 days. Clearbridge Select is currently producing negative expected returns and takes up 0.8812% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Clearbridge, and 99% 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 $56.85 per share. The current price of the fund is $57.21. 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 57.21 | Real 56.85 | Hype 57.21 | Naive 56.94 |
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 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 Target Price Odds to finish over Current Price
The tendency of Clearbridge Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 57.21 | 90 days | 57.21 | about 70.92 |
Based on a normal probability distribution, the odds of Clearbridge Select to move above the current price in 90 days from now is about 70.92 (This Clearbridge Select probability density function shows the probability of Clearbridge Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Clearbridge Select has a beta of 0.0339. This indicates as returns on the market go up, Clearbridge Select average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Clearbridge Select will be expected to be much smaller as well. Additionally Clearbridge Select has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Clearbridge Select Price Density |
| Price |
Predictive Modules for Clearbridge Select
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Clearbridge Select. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Clearbridge Select Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Clearbridge Select is not an exception. The market had few large corrections towards the Clearbridge Select's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Clearbridge Select, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Clearbridge Select within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.03 | |
β | Beta against Dow Jones | 0.03 | |
σ | Overall volatility | 0.98 | |
Ir | Information ratio | -0.07 |
Clearbridge Select Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Clearbridge Select for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Clearbridge Select can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Clearbridge Select generated a negative expected return over the last 90 days | |
| The fund maintains about 6.81% of its assets in cash |
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 | 29.73 X | ||||
| Price To Book | 4.19 X | ||||
| Price To Sales | 2.95 X | ||||
| Total Asset | 1.56 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 investment seeks to provide long-term growth of capital. Clearbridge Select is traded on NASDAQ Exchange in the United States.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.| Clearbridge Select generated a negative expected return over the last 90 days | |
| 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.
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