Leigh Baldwin Total Fund Quote

LEBOX Fund  USD 10.69  0.01  0.09%   

Performance

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Odds Of Distress

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Leigh Baldwin is trading at 10.69 as of the 6th of January 2025; that is 0.09 percent decrease since the beginning of the trading day. The fund's open price was 10.7. Leigh Baldwin has about a 22 % 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 10th of July 2024 and ending today, the 6th of January 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 50 percent of net assets in common stocks or exchange traded funds included in the SP 500 Index, which broadly represents the performance of common stocks publicly traded in the United States. More on Leigh Baldwin Total

Moving together with Leigh Mutual Fund

  0.95FRNKX Frank Value FundPairCorr
  0.95FNKIX Frank Value FundPairCorr
  0.76JHQCX Jpmorgan Hedged EquityPairCorr
  0.78JHEQX Jpmorgan Hedged EquityPairCorr
  0.77JHQAX Jpmorgan Hedged EquityPairCorr

Leigh Mutual Fund Highlights

Fund ConcentrationFrank Funds, Large Blend Funds, Options Trading Funds, Options Trading, Frank Funds, Large Blend, Options Trading (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Leigh Baldwin Total [LEBOX] is traded in USA and was established 6th of January 2025. Leigh Baldwin is listed under Frank Funds category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Frank Funds family. This fund now has accumulated 7.06 M in assets with minimum initial investment of 1 K. Leigh Baldwin Total is currently producing year-to-date (YTD) return of 17.29%, while the total return for the last 3 years was 6.29%.
Check Leigh Baldwin 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 Leigh 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 Leigh 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 Leigh Baldwin Total 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 Leigh Baldwin Total Mutual Fund Constituents

SPYSPDR SP 500EtfLarge Blend
MRKMerck CompanyStockHealth Care
SBUXStarbucksStockConsumer Discretionary
TRVThe Travelers CompaniesStockFinancials
BMYBristol Myers SquibbStockHealth Care
ADBEAdobe Systems IncorporatedStockInformation Technology
PRUPrudential FinancialStockFinancials
GLDSPDR Gold SharesEtfCommodities Focused
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Leigh Baldwin Total Risk Profiles

Leigh Baldwin Against Markets

Other Information on Investing in Leigh Mutual Fund

Leigh Baldwin financial ratios help investors to determine whether Leigh 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 Leigh with respect to the benefits of owning Leigh Baldwin security.
Performance Analysis
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