UnitedHealth Group Incorporated Shares Sold by Okabena Investment Services Inc.
LBISX Fund | USD 23.88 0.04 0.17% |
Slightly above 50% of Legg Mason's investors are presently thinking to get in. The analysis of overall sentiment of trading Legg Mason Bw mutual fund suggests that some investors are interested at this time. Legg Mason's investing sentiment can be driven by a variety of factors including economic data, Legg Mason's earnings reports, geopolitical events, and overall market trends.
Legg |
Okabena Investment Services Inc. cut its holdings in UnitedHealth Group Incorporated by 22.4 percent during the third quarter, HoldingsChannel reports. The firm owned 4,440 shares of the healthcare conglomerates stock after selling 1,281 shares during the period. UnitedHealth Group comprises about 0.7 percent of Okabena Investment Services Inc.s investment portfolio, making the stock
Read at thelincolnianonline.com
Legg Mason Fundamental Analysis
We analyze Legg Mason's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Legg Mason using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Legg Mason based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Annual Yield
Annual Yield Comparative Analysis
Legg Mason is currently under evaluation in annual yield among similar funds. Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Legg Mason Bw Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Legg Mason mutual fund to make a market-neutral strategy. 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 with similar companies.
Peers
Legg Mason Related Equities
AFMFX | American Mutual | 0.36 | ||||
AMRMX | American Mutual | 0.35 | ||||
DODGX | Dodge Cox | 0.25 | ||||
VIVAX | Vanguard Value | 0.23 | ||||
DOXGX | Dodge Cox | 0.08 | ||||
AMFFX | American Mutual | 0.13 | ||||
FFFMX | American Funds | 0.15 | ||||
AMFCX | American Mutual | 0.15 | ||||
FFMMX | American Funds | 0.15 |
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.
Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
Fundamental Analysis View fundamental data based on most recent published financial statements |