Qs Servative Growth Fund Quote
| LMEIX Fund | USD 14.69 0.09 0.62% |
PerformanceVery Weak
| Odds Of DistressLow
|
Qs Conservative is trading at 14.69 as of the 20th of March 2025; that is 0.62 percent increase since the beginning of the trading day. The fund's open price was 14.6. Qs Conservative 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 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 organizes its investments in underlying funds into two main asset classes the equity class and the fixed income class. The portfolio managers will allocate between 35 percent to 65 percent of the funds assets to underlying funds that invest in equity and equity-like strategies and between 35 percent to 65 percent of the funds assets to underlying funds that invest in fixed income strategies.. More on Qs Servative Growth
LMEIX Mutual Fund Highlights
| Thematic Idea | Conservative Funds (View all Themes) |
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Conservative Funds, Allocation--50% to 70% Equity, Franklin Templeton Investments, Large Blend, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of May 2023 |
| Fiscal Year End | January |
Qs Servative Growth [LMEIX] is traded in USA and was established 20th of March 2025. Qs Conservative is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Franklin Templeton Investments family. The entity is thematically classified as Conservative Funds. This fund now has accumulated 274.45 M in assets with minimum initial investment of 1000 K. Qs Servative Growth is currently producing year-to-date (YTD) return of 0.89% with the current yeild of 0.03%, while the total return for the last 3 years was 5.93%.
Check Qs Conservative 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 LMEIX 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 LMEIX 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 Servative 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 Servative Growth Mutual Fund Constituents
| LBISX | Legg Mason Bw | Mutual Fund | Large Value | |
| LMESX | Clearbridge Appreciation Fund | Mutual Fund | Large Blend | |
| LMISX | Qs Large Cap | 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 | |
| WAPSX | Western Asset E | Mutual Fund | Intermediate Core-Plus Bond |
Qs Servative Growth Risk Profiles
| Mean Deviation | 0.473 | |||
| Standard Deviation | 0.6128 | |||
| Variance | 0.3756 | |||
| Risk Adjusted Performance | (0.07) |
Qs Conservative Against Markets
Other Information on Investing in LMEIX Mutual Fund
Qs Conservative financial ratios help investors to determine whether LMEIX 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 LMEIX with respect to the benefits of owning Qs Conservative security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |