Qs Small Capitalization Fund Quote
| LMBMX Fund | USD 13.71 0.25 1.79% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Qs Us is trading at 13.71 as of the 5th of October 2024; that is 1.79 percent down since the beginning of the trading day. The fund's open price was 13.96. Qs Us 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 Qs Small Capitalization are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of August 2024 and ending today, the 5th of October 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
Moving together with LMBMX Mutual Fund
LMBMX Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Legg Mason Funds, Large Funds, Small Blend Funds, Small Growth Funds, Large Growth Funds, Small Blend, Legg Mason, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Qs Small Capitalization [LMBMX] is traded in USA and was established 5th of October 2024. Qs Us is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Legg Mason family. The entity is thematically classified as Small Growth Funds. This fund now has accumulated 215.69 M in assets with no minimum investment requirementsQs Small Capitalization is currently producing year-to-date (YTD) return of 10.09% with the current yeild of 0.01%, while the total return for the last 3 years was 3.97%.
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 LMBMX 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 LMBMX 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
| TRPXX | Short Term Investment Trust | Money Market Fund | US Money Market Fund | |
| RLJ | RLJ Lodging Trust | Stock | Real Estate | |
| DK | Delek Energy | Stock | Energy | |
| DOOR | Masonite International Corp | Stock | Industrials | |
| DAR | Darling Ingredients | Stock | Consumer Staples | |
| EME | EMCOR Group | Stock | Industrials | |
| MED | MEDIFAST INC | Stock | Consumer Staples | |
| BLDR | Builders FirstSource | Stock | Industrials |
Qs Small Capitalization Risk Profiles
| Mean Deviation | 1.17 | |||
| Semi Deviation | 1.51 | |||
| Standard Deviation | 1.52 | |||
| Variance | 2.31 |
Qs Us Against Markets
Other Information on Investing in LMBMX Mutual Fund
Qs Us financial ratios help investors to determine whether LMBMX 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 LMBMX with respect to the benefits of owning Qs Us security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
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