Clearbridge Large Cap Fund Manager Performance Evaluation
| LMLSX Fund | USD 46.79 0.22 0.47% |
The fund shows a Beta (market volatility) of 0.88, which signifies possible diversification benefits within a given portfolio. Clearbridge Large returns are very sensitive to returns on the market. As the market goes up or down, Clearbridge Large is expected to follow.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Clearbridge Large Cap are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Clearbridge Large may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.5500 |
Clearbridge |
Clearbridge Large Relative Risk vs. Return Landscape
If you would invest 4,315 in Clearbridge Large Cap on August 28, 2024 and sell it today you would earn a total of 364.00 from holding Clearbridge Large Cap or generate 8.44% return on investment over 90 days. Clearbridge Large Cap is currently producing 0.1312% returns and takes up 0.7292% volatility of returns over 90 trading days. Put another way, 6% 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 Large Current Valuation
Undervalued
Today
Please note that Clearbridge Large's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Clearbridge Large Cap shows a prevailing Real Value of $51.24 per share. The current price of the fund is $46.79. We determine the value of Clearbridge Large Cap 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 Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clearbridge Mutual Fund. However, Clearbridge Large'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 46.79 | Real 51.24 | Hype 46.79 |
The intrinsic value of Clearbridge Large'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 Large'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 Large Cap 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 Large more accurately as focusing exclusively on Clearbridge Large's fundamentals will not take into account other important factors: Clearbridge Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clearbridge Large Cap, and traders can use it to determine the average amount a Clearbridge Large'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 = 0.18
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| Cash | LMLSX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Clearbridge Large is performing at about 14% 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 Large by adding it to a well-diversified portfolio.
Clearbridge Large Fundamentals Growth
Clearbridge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clearbridge Large, and Clearbridge Large 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 | 16.42 X | ||||
| Price To Book | 2.09 X | ||||
| Price To Sales | 1.35 X | ||||
| Total Asset | 2.91 B | ||||
About Clearbridge Large Performance
Evaluating Clearbridge Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clearbridge Large 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 Large 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 normally invests at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of companies with large market capitalizations.Things to note about Clearbridge Large Cap performance evaluation
Checking the ongoing alerts about Clearbridge Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clearbridge Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Clearbridge Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Clearbridge Large's mutual fund performance include:- Analyzing Clearbridge Large'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 Large's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge Large'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 Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge Large's mutual fund. These opinions can provide insight into Clearbridge Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Large 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 Large security.
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