Clearbridge Appreciation Equity Positions Weight vs. Five Year Return
| SAPCX Fund | USD 36.76 0.34 0.92% |
For Clearbridge Appreciation profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Clearbridge Appreciation to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Clearbridge Appreciation Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Clearbridge Appreciation's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Clearbridge Appreciation Fund over time as well as its relative position and ranking within its peers.
Clearbridge |
Clearbridge Appreciation Five Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Clearbridge Appreciation's current stock value. Our valuation model uses many indicators to compare Clearbridge Appreciation value to that of its competitors to determine the firm's financial worth. Clearbridge Appreciation Fund is rated top fund in equity positions weight among similar funds. It also is rated top fund in five year return among similar funds reporting about 0.14 of Five Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Five Year Return for Clearbridge Appreciation Fund is roughly 7.29 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Clearbridge Appreciation's earnings, one of the primary drivers of an investment's value.Clearbridge Five Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Clearbridge Appreciation |
| = | 95.86 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Clearbridge Appreciation |
| = | 13.15 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Clearbridge Five Year Return Comparison
Clearbridge Appreciation is currently under evaluation in five year return among similar funds.
Clearbridge Appreciation Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Clearbridge Appreciation, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Clearbridge Appreciation will eventually generate negative long term returns. The profitability progress is the general direction of Clearbridge Appreciation's change in net profit over the period of time. It can combine multiple indicators of Clearbridge Appreciation, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20 percent of its net assets in the equity securities of foreign issuers.
Clearbridge Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Clearbridge Appreciation. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Clearbridge Appreciation position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Clearbridge Appreciation's important profitability drivers and their relationship over time.
Use Clearbridge Appreciation in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Clearbridge Appreciation position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Clearbridge Appreciation will appreciate offsetting losses from the drop in the long position's value.Clearbridge Appreciation Pair Trading
Clearbridge Appreciation Fund Pair Trading Analysis
The ability to find closely correlated positions to Clearbridge Appreciation could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Clearbridge Appreciation when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Clearbridge Appreciation - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Clearbridge Appreciation Fund to buy it.
The correlation of Clearbridge Appreciation is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Clearbridge Appreciation moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Clearbridge Appreciation moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Clearbridge Appreciation can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Clearbridge Appreciation position
In addition to having Clearbridge Appreciation in your portfolios, you can quickly 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 investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Warren Buffett Holdings Thematic Idea Now
Warren Buffett Holdings
A long-term portfolio of publicly-traded stocks on US exchanges that are owned by Warren Buffett's holding company Berkshire Hathaway. The Warren Buffett Holdings theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Warren Buffett Holdings Theme or any other thematic opportunities.
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Other Information on Investing in Clearbridge Mutual Fund
To fully project Clearbridge Appreciation's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Clearbridge Appreciation at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Clearbridge Appreciation's income statement, its balance sheet, and the statement of cash flows.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |