Clearbridge All Cap Fund Fundamentals

SFVCX Fund  USD 10.65  0.42  0.59%   
Clearbridge All Cap fundamentals help investors to digest information that contributes to Clearbridge All's financial success or failures. It also enables traders to predict the movement of Clearbridge Mutual Fund. The fundamental analysis module provides a way to measure Clearbridge All's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Clearbridge All mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Clearbridge Five Year Return Analysis

Clearbridge All's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Clearbridge All Five Year Return

    
  8.69 %  
Most of Clearbridge All's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Clearbridge All Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition

Clearbridge All Five Year Return Component Assessment

According to the company disclosure, Clearbridge All Cap has a Five Year Return of 8.6909%. This is much higher than that of the Legg Mason family and significantly higher than that of the Large Value category. The five year return for all United States funds is notably lower than that of the firm.

Clearbridge All Cap Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Clearbridge All's current stock value. Our valuation model uses many indicators to compare Clearbridge All value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Clearbridge All competition to find correlations between indicators driving Clearbridge All's intrinsic value. More Info.
Clearbridge All Cap is rated top fund in cash position weight among similar funds. It is rated top fund in net asset among similar funds making up about  1,024,213,984  of Net Asset per Cash Position Weight. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Clearbridge All by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Clearbridge All's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Clearbridge All's earnings, one of the primary drivers of an investment's value.

Clearbridge Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Clearbridge All's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Clearbridge All could also be used in its relative valuation, which is a method of valuing Clearbridge All by comparing valuation metrics of similar companies.
Clearbridge All is currently under evaluation in three year return among similar funds.

Fund Asset Allocation for Clearbridge All

The fund consists of 98.23% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides Clearbridge All's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Clearbridge Fundamentals

About Clearbridge All Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Clearbridge All Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Clearbridge All using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Clearbridge All Cap 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.
Please read more on our fundamental analysis page.
The investment seeks long-term capital growth and current income is a secondary consideration. Clearbridge All is traded on NASDAQ Exchange in the United States.

Currently Active Assets on Macroaxis

Check out Clearbridge All Piotroski F Score and Clearbridge All Altman Z Score analysis.
Note that the Clearbridge All Cap information on this page should be used as a complementary analysis to other Clearbridge All's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.

Complementary Tools for Clearbridge Mutual Fund analysis

When running Clearbridge All's price analysis, check to measure Clearbridge All's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Clearbridge All is operating at the current time. Most of Clearbridge All's value examination focuses on studying past and present price action to predict the probability of Clearbridge All's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Clearbridge All's price. Additionally, you may evaluate how the addition of Clearbridge All to your portfolios can decrease your overall portfolio volatility.
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Commodity Directory
Find actively traded commodities issued by global exchanges
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
CEOs Directory
Screen CEOs from public companies around the world
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Please note, there is a significant difference between Clearbridge All's value and its price as these two are different measures arrived at by different means. Investors typically determine if Clearbridge All is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Clearbridge All's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.