Qs Small Capitalization Fund Quote
| LMSIX Fund | USD 15.66 0.03 0.19% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Qs Us is trading at 15.66 as of the 1st of December 2024; that is 0.19 percent increase since the beginning of the trading day. The fund's open price was 15.63. Qs Us has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Qs Small Capitalization are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2023 and ending today, the 1st of December 2024. 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
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Moving against LMSIX Mutual Fund
LMSIX Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Small Blend Funds, Small Blend, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Qs Small Capitalization [LMSIX] is traded in USA and was established 1st of December 2024. 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 minimum initial investment of 1000 K. Qs Small Capitalization is currently producing year-to-date (YTD) return of 19.69% with the current yeild of 0.01%, while the total return for the last 3 years was 5.7%.
Check Qs Us 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 LMSIX 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 LMSIX 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
| BLDR | Builders FirstSource | Stock | Industrials | |
| DY | Dycom Industries | Stock | Industrials | |
| LPX | Louisiana Pacific | Stock | Materials | |
| CRUS | Cirrus Logic | Stock | Information Technology | |
| SPSC | SPS Commerce | Stock | Information Technology | |
| TSE | Trinseo SA | Stock | Materials | |
| WTFC | Wintrust Financial | Stock | Financials | |
| AMKR | Amkor Technology | Stock | Information Technology |
Qs Small Capitalization Risk Profiles
| Mean Deviation | 0.9414 | |||
| Semi Deviation | 0.9966 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.79 |
Qs Us Against Markets
Other Information on Investing in LMSIX Mutual Fund
Qs Us financial ratios help investors to determine whether LMSIX 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 LMSIX with respect to the benefits of owning Qs Us security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |