Clearbridge Mutual Fund Quote

SFVYX
 Fund
  

USD 13.09  0.25  1.95%   

Market Performance
0 of 100
Odds Of Distress
Less than 50
Clearbridge All is trading at 13.09 as of the 27th of September 2022; that is 1.95 percent increase since the beginning of the trading day. The fund's open price was 12.84. Clearbridge All has 50 percent odds of going through some form of financial distress in the next two years and has generated negative returns to investors over the last 90 days. Equity ratings for Clearbridge All Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of October 2020 and ending today, the 27th of September 2022. Click here to learn more.
The fund invests primarily in common stocks and common stock equivalents, such as preferred stocks and securities convertible into common stocks, of companies the portfolio managers believe are undervalued in the marketplace. Clearbridge All is traded on NASDAQ Exchange in the United States.. More on Clearbridge All Cap

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Clearbridge All Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Clearbridge All's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Clearbridge All or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Clearbridge All Cap generated a negative expected return over the last 90 days
The fund generated three year return of -2.0%
Clearbridge All Cap maintains 99.63% of its assets in stocks
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Clearbridge All's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Startdate31st of March 2015
Clearbridge All Cap [SFVYX] is traded in USA and was established 27th of September 2022. The fund is listed under Large Value category and is part of Franklin Templeton Investments family. Clearbridge All Cap at this time has accumulated 1.65 B in assets with minimum initial investment of 1000 K. , while the total return for the last 3 years was -2.45%.
Check Clearbridge All 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 Clearbridge 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 Clearbridge 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 Clearbridge All Cap 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 Clearbridge All Cap Constituents

Clearbridge All Target Price Odds Analysis

Based on a normal probability distribution, the odds of Clearbridge All jumping above the current price in 90 days from now is about 98.0%. The Clearbridge All Cap probability density function shows the probability of Clearbridge All mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Clearbridge All Cap has a beta of -0.024. This usually implies as returns on benchmark increase, returns on holding Clearbridge All are expected to decrease at a much lower rate. During the bear market, however, Clearbridge All Cap is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Clearbridge All Cap is significantly underperforming DOW.
  Odds Below 13.09HorizonTargetOdds Above 13.09
1.91%90 days
 13.09 
98.05%
Based on a normal probability distribution, the odds of Clearbridge All to move above the current price in 90 days from now is about 98.0 (This Clearbridge All Cap probability density function shows the probability of Clearbridge Mutual Fund to fall within a particular range of prices over 90 days) .

Clearbridge All Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Clearbridge All market risk premium is the additional return an investor will receive from holding Clearbridge All long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Clearbridge All. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Clearbridge All's alpha and beta are two of the key measurements used to evaluate Clearbridge All's performance over the market, the standard measures of volatility play an important role as well.

Clearbridge All Against Markets

Picking the right benchmark for Clearbridge All mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Clearbridge All mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Clearbridge All is critical whether you are bullish or bearish towards Clearbridge All Cap at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Clearbridge All without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Clearbridge All Cap?

The danger of trading Clearbridge All Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Clearbridge All is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Clearbridge All. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Clearbridge All Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, take a look at World Market Map. You can also try Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

Complementary Tools for analysis

When running Clearbridge All Cap 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 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.
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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 Clearbridge All value 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.