Lgm Risk Managed Fund Quote
| LBETX Fund | USD 11.51 0.04 0.35% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Lgm Risk is trading at 11.51 as of the 1st of December 2024; that is 0.35 percent up since the beginning of the trading day. The fund's open price was 11.47. Lgm Risk has less than a 17 % 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 Lgm Risk Managed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of June 2023 and ending today, the 1st of December 2024. 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
Lgm Mutual Fund Highlights
| Thematic Idea | Aggressive Funds (View all Themes) |
| Fund Concentration | LGM Capital Funds, Large Blend 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 | 30th of September 2024 |
Lgm Risk Managed [LBETX] is traded in USA and was established 1st of December 2024. 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 12.95%, while the total return for the last 3 years was 7.1%.
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.
Top Lgm Risk Managed Mutual Fund Constituents
| SPY | SPDR SP 500 | Etf | Large Blend |
Lgm Risk Managed Risk Profiles
| Mean Deviation | 0.2217 | |||
| Semi Deviation | 0.2113 | |||
| Standard Deviation | 0.3094 | |||
| Variance | 0.0957 |
Lgm Risk Against Markets
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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