Clearbridge Large Cap Fund Manager Performance Evaluation
| SINAX Fund | USD 41.82 0.58 1.41% |
The fund shows a Beta (market volatility) of 0.83, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Clearbridge Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clearbridge Large is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Clearbridge Large Cap are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Clearbridge Large showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 0.7700 |
Clearbridge |
Clearbridge Large Relative Risk vs. Return Landscape
If you would invest 3,436 in Clearbridge Large Cap on November 10, 2025 and sell it today you would earn a total of 746.00 from holding Clearbridge Large Cap or generate 21.71% return on investment over 90 days. Clearbridge Large Cap is currently producing 0.3303% returns and takes up 1.6688% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Clearbridge, and 94% 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 $43.34 per share. The current price of the fund is $41.82. 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 41.82 | Real 43.34 | Hype 35.08 |
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 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 |
| 41.82 | 90 days | 41.82 | about 6.15 |
Based on a normal probability distribution, the odds of Clearbridge Large to move above the current price in 90 days from now is about 6.15 (This Clearbridge Large Cap probability density function shows the probability of Clearbridge Mutual Fund to fall within a particular range of prices over 90 days) .
Clearbridge Large Price Density |
| Price |
Predictive Modules for Clearbridge Large
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 Large Cap. 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 Large Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Clearbridge Large is not an exception. The market had few large corrections towards the Clearbridge Large'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 Large Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Clearbridge Large within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.25 | |
β | Beta against Dow Jones | 0.83 | |
σ | Overall volatility | 2.97 | |
Ir | Information ratio | 0.15 |
Clearbridge Large 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 Large for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Clearbridge Large Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: 3 BNY Mellon Mutual Funds to Invest in for Solid Returns - Intellectia AI | |
| The fund maintains 96.26% of its assets in stocks |
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 | 17.01 X | ||||
| Price To Book | 2.12 X | ||||
| Price To Sales | 1.37 X | ||||
| Total Asset | 1.05 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.| Latest headline from news.google.com: 3 BNY Mellon Mutual Funds to Invest in for Solid Returns - Intellectia AI | |
| The fund maintains 96.26% of its assets in stocks |
- 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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