Legg Mason Bw Fund Quote
| LBDRX Fund | USD 23.48 0.12 0.51% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Legg Mason is trading at 23.48 as of the 4th of December 2024; that is 0.51% down since the beginning of the trading day. The fund's open price was 23.6. Legg Mason 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 Legg Mason Bw are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus the amount of borrowings for investment purposes, if any, in issuers domiciled, or having their principal activities, in the United States, at the time of investment or other instruments with similar economic characteristics. More on Legg Mason Bw
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Moving against Legg Mutual Fund
Legg Mutual Fund Highlights
| Thematic Idea | Small Blend Funds (View all Themes) |
| Fund Concentration | Legg Mason Funds, Large Value Funds, Small Blend Funds, Large Value, Legg Mason, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Legg Mason Bw [LBDRX] is traded in USA and was established 4th of December 2024. Legg Mason is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Large Value category and is part of Legg Mason family. The entity is thematically classified as Small Blend Funds. This fund now has accumulated 989.75 M in assets with no minimum investment requirementsLegg Mason Bw is currently producing year-to-date (YTD) return of 26.88% with the current yeild of 0.01%, while the total return for the last 3 years was 11.11%.
Check Legg Mason 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 Legg 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 Legg 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 Legg Mason Bw 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 Legg Mason Bw Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| C | Citigroup | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WFC | Wells Fargo | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| T | ATT Inc | Stock | Communication Services |
Legg Mason Bw Risk Profiles
| Mean Deviation | 0.5762 | |||
| Semi Deviation | 0.4396 | |||
| Standard Deviation | 0.7969 | |||
| Variance | 0.635 |
Legg Mason Against Markets
Other Information on Investing in Legg Mutual Fund
Legg Mason financial ratios help investors to determine whether Legg 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 Legg with respect to the benefits of owning Legg Mason security.
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