Leland Thomson Reuters Fund Quote
| LDVAX Fund | USD 23.25 0.19 0.82% |
PerformanceVery Weak
| Odds Of DistressLow
|
Leland Thomson is trading at 23.25 as of the 21st of March 2025; that is 0.82 percent up since the beginning of the trading day. The fund's open price was 23.06. Leland Thomson 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in the component publicly listed assets included in the underlying index. The index seeks to replicate the aggregate gross performance of U.S. More on Leland Thomson Reuters
Moving together with Leland Mutual Fund
Leland Mutual Fund Highlights
| Fund Concentration | Leland Funds, Large Growth Funds, Large Growth, Leland Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of February 2020 |
| Fiscal Year End | September |
Leland Thomson Reuters [LDVAX] is traded in USA and was established 21st of March 2025. Leland Thomson is listed under Leland Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Leland Funds family. This fund now has accumulated 220.54 M in assets with no minimum investment requirementsLeland Thomson Reuters is currently producing year-to-date (YTD) return of 2.15%, while the total return for the last 3 years was 12.07%.
Check Leland Thomson 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 Leland 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 Leland 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 Leland Thomson Reuters 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 Leland Thomson Reuters Mutual Fund Constituents
| CTSH | Cognizant Technology Solutions | Stock | Information Technology | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| MA | Mastercard | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| UBER | Uber Technologies | Stock | Industrials | |
| TRPXX | Short Term Investment Trust | Money Market Fund | US Money Market Fund | |
| PYPL | PayPal Holdings | Stock | Financials |
Leland Thomson Reuters Risk Profiles
| Mean Deviation | 1.7 | |||
| Standard Deviation | 2.21 | |||
| Variance | 4.87 | |||
| Risk Adjusted Performance | (0.07) |
Leland Thomson Against Markets
Other Information on Investing in Leland Mutual Fund
Leland Thomson financial ratios help investors to determine whether Leland 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 Leland with respect to the benefits of owning Leland Thomson security.
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