Clearbridge Small Financials
| LISGX Fund | USD 65.03 0.39 0.60% |
Clearbridge |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Clearbridge Small Fund Summary
Clearbridge Small competes with Clearbridge Mid, Clearbridge Mid, Clearbridge Mid, Clearbridge Select, and Clearbridge Dividend. Under normal circumstances, the fund invests at least 80 percent of its net assets plus borrowings for investment purposes, if any, in common stocks and other equity securities of small capitalization companies or in other investments that the portfolio managers believe have similar economic characteristics. The adviser does not currently intend to borrow for investment purposes.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Legg Mason Global |
| Mutual Fund Family | Legg Mason |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 877 721 1926 |
| Currency | USD - US Dollar |
Clearbridge Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Clearbridge Small's current stock value. Our valuation model uses many indicators to compare Clearbridge Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Clearbridge Small competition to find correlations between indicators driving Clearbridge Small's intrinsic value. More Info.Clearbridge Small Cap is number one fund in annual yield among similar funds. It is rated third overall fund in year to date return among similar funds creating about 46.61 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Clearbridge Small's earnings, one of the primary drivers of an investment's value.Clearbridge Small Cap Systematic Risk
Clearbridge Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Clearbridge Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Clearbridge Small Cap correlated with the market. If Beta is less than 0 Clearbridge Small generally moves in the opposite direction as compared to the market. If Clearbridge Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Clearbridge Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Clearbridge Small is generally in the same direction as the market. If Beta > 1 Clearbridge Small moves generally in the same direction as, but more than the movement of the benchmark.
Clearbridge Small March 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Clearbridge Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Clearbridge Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Clearbridge Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Clearbridge Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Clearbridge Small's daily price indicators and compare them against related drivers.
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 4.31 | |||
| Value At Risk | (2.24) | |||
| Potential Upside | 1.38 |
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Small 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 Small security.
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