Lgm Risk Managed Fund Quote
| LBETX Fund | USD 10.46 0.09 0.85% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Lgm Risk is trading at 10.46 as of the 20th of April 2024; that is -0.85 percent decrease since the beginning of the trading day. The fund's open price was 10.55. Lgm Risk has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Lgm Risk Managed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of February 2023 and ending today, the 20th of April 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing in unaffiliated equity exchange traded funds designed to track U.S. equity indices, U.S. money markets, and unaffiliated fixed income ETFs designed to track major U.S. fixed-income indices andor benchmark bonds including U.S. More on Lgm Risk Managed
Moving together with Lgm Mutual Fund
| 0.85 | FASIX | Fidelity Asset Manager | PairCorr |
| 0.85 | FTIWX | Fidelity Asset Manager | PairCorr |
| 0.81 | FTDWX | Fidelity Asset Manager | PairCorr |
| 0.84 | FTAWX | Fidelity Asset Manager | PairCorr |
| 0.84 | FIKVX | Fidelity Asset Manager | PairCorr |
| 0.81 | FTCWX | Fidelity Asset Manager | PairCorr |
Lgm Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Lgm Risk's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Lgm Risk or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Aggressive Funds (View all Themes) |
| Fund Concentration | LGM Capital Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Aggressive Funds, Allocation--15% to 30% Equity, LGM Capital, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
Lgm Risk Managed [LBETX] is traded in USA and was established 20th of April 2024. Lgm Risk is listed under LGM Capital category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of LGM Capital family. The entity is thematically classified as Aggressive Funds. This fund now has accumulated 35.29 M in assets with minimum initial investment of 50 K. Lgm Risk Managed is currently producing year-to-date (YTD) return of 4.32%, while the total return for the last 3 years was 4.86%.
Check Lgm Risk 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 Lgm 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 Lgm 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 Lgm Risk Managed 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 Lgm Risk Managed Mutual Fund Constituents
| SPY | SPDR SP 500 | Etf | Large Blend |
Lgm Risk Target Price Odds Analysis
Based on a normal probability distribution, the odds of Lgm Risk jumping above the current price in 90 days from now is about 70.31%. The Lgm Risk Managed probability density function shows the probability of Lgm Risk mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Lgm Risk has a beta of 0.5185. This indicates as returns on the market go up, Lgm Risk average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Lgm Risk Managed will be expected to be much smaller as well. Additionally, lgm Risk Managed has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Lgm Risk to move above the current price in 90 days from now is about 70.31 (This Lgm Risk Managed probability density function shows the probability of Lgm Mutual Fund to fall within a particular range of prices over 90 days) .
Lgm Risk Managed Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Lgm Risk market risk premium is the additional return an investor will receive from holding Lgm Risk long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Lgm Risk. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Lgm Risk's alpha and beta are two of the key measurements used to evaluate Lgm Risk's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.311 | |||
| Semi Deviation | 0.2816 | |||
| Standard Deviation | 0.4036 | |||
| Variance | 0.1629 |
Lgm Risk Against Markets
Picking the right benchmark for Lgm Risk mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Lgm Risk mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Lgm Risk is critical whether you are bullish or bearish towards Lgm Risk Managed at a given time. Please also check how Lgm Risk's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Lgm Risk without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Idea Optimizer Now
Idea OptimizerUse advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |
| All Next | Launch Module |
How to buy Lgm Mutual Fund?
Before investing in Lgm Risk, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Lgm Risk. To buy Lgm Risk fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Lgm Risk. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Lgm Risk fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Lgm Risk Managed fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Lgm Risk Managed fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Lgm Risk Managed, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Lgm Risk Managed?
The danger of trading Lgm Risk Managed is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Lgm Risk is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Lgm Risk. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Lgm Risk Managed is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lgm Risk Managed. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.