Disposition of 1063 shares by Kyle Hranicky of Wells Fargo subject to Rule 16b-3
| LMVFX Fund | USD 122.66 0.22 0.18% |
Slightly above 61% of Clearbridge Value's investor base is looking to short. The analysis of overall sentiment of trading Clearbridge Value Trust mutual fund suggests that many investors are alarmed at this time. Clearbridge Value's investing sentiment can be driven by a variety of factors including economic data, Clearbridge Value's earnings reports, geopolitical events, and overall market trends.
Clearbridge |
Filed transaction by Wells Fargo Officer: Sr. Executive Vice President. Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
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Clearbridge Value Fundamental Analysis
We analyze Clearbridge Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Clearbridge Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Clearbridge Value based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
One Year Return
One Year Return Comparative Analysis
Clearbridge Value is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Clearbridge Value Trust Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Clearbridge Value mutual fund to make a market-neutral strategy. Peer analysis of Clearbridge Value could also be used in its relative valuation, which is a method of valuing Clearbridge Value by comparing valuation metrics with similar companies.
Peers
Clearbridge Value Related Equities
| IBSAX | Vy Baron | 0.1 | ||||
| SCGCX | Qs Moderate | 0.27 | ||||
| ARTSX | Artisan Small | 0.43 | ||||
| LANIX | Qs Growth | 0.63 | ||||
| FRAAX | Franklin Growth | 0.64 | ||||
| LGLSX | L Abbett | 0.65 | ||||
| MSSGX | Small Pany | 0.71 |
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Value financial ratios help investors to determine whether Clearbridge 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 Clearbridge with respect to the benefits of owning Clearbridge Value security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |