Lgm Risk Managed Fund Quote
| LBETX Fund | USD 11.48 0.02 0.17% |
PerformanceSoft
| Odds Of DistressLow
|
Lgm Risk is trading at 11.48 as of the 21st of February 2026; that is 0.17 percent up since the beginning of the trading day. The fund's open price was 11.46. 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. The performance scores are derived for the period starting the 23rd of November 2025 and ending today, the 21st of February 2026. 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 against Lgm Mutual Fund
Lgm Mutual Fund Highlights
| Thematic Idea | Aggressive Funds (View all Themes) |
| Fund Concentration | LGM Capital Funds, Large Value 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 December 2025 |
Lgm Risk Managed [LBETX] is traded in USA and was established 21st of February 2026. 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 0.26% with the current yeild of 0.0%, while the total return for the last 3 years was 6.98%.
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.
Lgm Risk Managed Risk Profiles
| Mean Deviation | 0.178 | |||
| Semi Deviation | 0.1875 | |||
| Standard Deviation | 0.2483 | |||
| Variance | 0.0617 |
Lgm Risk Against Markets
Lgm Mutual Fund Analysis Notes
The fund maintains about 72.9% of assets in cash. Lgm Risk Managed last dividend was 0.06 per share. Large Value To find out more about Lgm Risk Managed contact the company at 844-655-9371.Lgm Risk Managed Investment Alerts
| The fund maintains about 72.9% of its assets in cash |
Lgm Risk Thematic Classifications
In addition to having Lgm Risk mutual fund in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Aggressive FundsFunds investing in instruments and high expected return and risk |
Top Lgm Risk Managed Mutual Fund Constituents
| SPY | SPDR SP 500 | Etf |
Lgm Risk Outstanding Bonds
Lgm Risk issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Lgm Risk Managed uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Lgm bonds can be classified according to their maturity, which is the date when Lgm Risk Managed has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Lgm Risk Predictive Daily Indicators
Lgm Risk intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Lgm Risk mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 11.48 | |||
| Day Typical Price | 11.48 | |||
| Price Action Indicator | 0.01 | |||
| Period Momentum Indicator | 0.02 | |||
| Relative Strength Index | 43.41 |
Lgm Risk Forecast Models
Lgm Risk's time-series forecasting models are one of many Lgm Risk's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Lgm Risk's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Lgm Mutual Fund
Lgm Risk financial ratios help investors to determine whether Lgm 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 Lgm with respect to the benefits of owning Lgm Risk security.
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