Qs Moderate Growth Fund Quote
| LLAIX Fund | USD 16.46 0.13 0.80% |
PerformanceVery Weak
| Odds Of DistressLow
|
Qs Moderate is trading at 16.46 as of the 20th of March 2025; that is 0.80 percent increase since the beginning of the trading day. The fund's open price was 16.33. Qs Moderate 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 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund is a fund of fundsit invests in other mutual funds and may also invest in exchange-traded funds . It is managed as an asset allocation program and allocates its assets among mutual funds managed by the manager and its affiliates. The portfolio managers will allocate between 55 percent to 85 percent of the funds assets to underlying funds that invest in equity and equity-like strategies and between 15 percent to 45 percent of the funds assets to underlying funds that invest in fixed income strategies.. More on Qs Moderate Growth
Moving against LLAIX Mutual Fund
LLAIX Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of May 2023 |
| Fiscal Year End | January |
Qs Moderate Growth [LLAIX] is traded in USA and was established 20th of March 2025. Qs Moderate is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Franklin Templeton Investments family. This fund now has accumulated 459.03 M in assets with minimum initial investment of 1000 K. Qs Moderate Growth is currently producing year-to-date (YTD) return of 0.42% with the current yeild of 0.02%, while the total return for the last 3 years was 7.82%.
Check Qs Moderate 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 LLAIX 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 LLAIX 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 Qs Moderate Growth 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 Qs Moderate Growth Mutual Fund Constituents
| LBISX | Legg Mason Bw | Mutual Fund | Large Value | |
| LIESX | Qs International Equity | Mutual Fund | Foreign Large Blend | |
| LISGX | Clearbridge Small Cap | Mutual Fund | Small Blend | |
| LMESX | Clearbridge Appreciation Fund | Mutual Fund | Large Blend | |
| LSITX | Clearbridge Large Cap | Mutual Fund | Large Growth | |
| MCEMX | Martin Currie Emerging | Mutual Fund | Diversified Emerging Mkts | |
| WACSX | Western Asset E | Mutual Fund | Intermediate Core Bond | |
| WAHSX | Western Asset High | Mutual Fund | High Yield Bond |
Qs Moderate Growth Risk Profiles
| Mean Deviation | 0.6755 | |||
| Standard Deviation | 0.921 | |||
| Variance | 0.8483 | |||
| Risk Adjusted Performance | (0.1) |
Qs Moderate Against Markets
Other Information on Investing in LLAIX Mutual Fund
Qs Moderate financial ratios help investors to determine whether LLAIX 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 LLAIX with respect to the benefits of owning Qs Moderate security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |