Legg Mason Bw Fund Quote
| LBDRX Fund | USD 21.17 0.28 1.34% |
PerformanceVery Weak
| Odds Of DistressLow
|
Legg Mason is trading at 21.17 as of the 1st of March 2025; that is 1.34% increase since the beginning of the trading day. The fund's open price was 20.89. Legg Mason has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 12th of March 2023 and ending today, the 1st of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus the amount of borrowings for investment purposes, if any, in issuers domiciled, or having their principal activities, in the United States, at the time of investment or other instruments with similar economic characteristics. More on Legg Mason Bw
Moving together with Legg Mutual Fund
Legg Mutual Fund Highlights
| Fund Concentration | Legg Mason Funds, Large Value Funds, Large Value, Legg Mason, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Legg Mason Bw [LBDRX] is traded in USA and was established 1st of March 2025. Legg Mason is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Large Value category and is part of Legg Mason family. This fund now has accumulated 989.75 M in assets with no minimum investment requirementsLegg Mason Bw is currently producing year-to-date (YTD) return of 4.65% with the current yeild of 0.01%, while the total return for the last 3 years was 9.39%.
Check Legg Mason Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Legg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Legg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Legg Mason Bw Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Legg Mason Bw Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| C | Citigroup | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WFC | Wells Fargo | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| T | ATT Inc | Stock | Communication Services |
Legg Mason Bw Risk Profiles
| Mean Deviation | 0.5473 | |||
| Semi Deviation | 0.7585 | |||
| Standard Deviation | 0.7313 | |||
| Variance | 0.5348 |
Legg Mason Against Markets
Other Information on Investing in Legg Mutual Fund
Legg Mason financial ratios help investors to determine whether Legg 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 Legg with respect to the benefits of owning Legg Mason security.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities |