Legg Mason Bw Fund Cash Position Weight
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Legg Mason's long-term financial health and intrinsic value.
Legg |
Legg Mason Bw Mutual Fund Cash Position Weight Analysis
Legg Mason's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Legg Mason Cash Position Weight | 58.37 % |
Most of Legg Mason's fundamental indicators, such as Cash Position Weight, 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, Legg Mason Bw is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Legg Mason Bw has 58% in Cash Position Weight. This is much higher than that of the Franklin Templeton Investments family and significantly higher than that of the Multisector Bond category. The cash position weight for all United States funds is notably lower than that of the firm.
Legg Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Legg Mason's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Legg Mason could also be used in its relative valuation, which is a method of valuing Legg Mason by comparing valuation metrics of similar companies.Legg Mason is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Legg Mason
.Asset allocation divides Legg Mason'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.
Legg Fundamentals
| Total Asset | 157.44 M | ||||
| Annual Yield | 0.07 % | ||||
| Year To Date Return | 8.74 % | ||||
| One Year Return | 9.57 % | ||||
| Three Year Return | 4.73 % | ||||
| Five Year Return | 2.08 % | ||||
| Net Asset | 358.49 M | ||||
| Minimum Initial Investment | 1000 K | ||||
| Last Dividend Paid | 0.05 | ||||
| Cash Position Weight | 58.37 % | ||||
| Equity Positions Weight | 0.23 % | ||||
| Bond Positions Weight | 30.23 % |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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