Qs Us is trading at 12.36 as of the 22nd of March 2025; that is 0.64% down since the beginning of the trading day. The fund's open price was 12.44. Qs Us has about a 23 % 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 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations domiciled, or having their principal activities, in the United States, at the time of investment or other investments with similar economic characteristics. More on Qs Small Capitalization
Qs Small Capitalization [LMBAX] is traded in USA and was established 22nd of March 2025. Qs Us is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Franklin Templeton Investments family. This fund now has accumulated 105.96 M in assets with no minimum investment requirementsQs Small Capitalization is currently producing year-to-date (YTD) return of 3.23% with the current yeild of 0.01%, while the total return for the last 3 years was 4.28%.
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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 LMBAX 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 LMBAX 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 Small Capitalization 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 Small Capitalization Mutual Fund Constituents
Other Information on Investing in LMBAX Mutual Fund
Qs Us financial ratios help investors to determine whether LMBAX 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 LMBAX with respect to the benefits of owning Qs Us security.