Qs Large Cap Fund Quote

LMISX Fund  USD 24.16  0.05  0.21%   

Performance

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Weak
 
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Odds Of Distress

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Qs Us is trading at 24.16 as of the 22nd of June 2025; that is 0.21 percent down since the beginning of the trading day. The fund's open price was 24.21. Qs Us has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of March 2025 and ending today, the 22nd of June 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in U.S. equity securities or other investments with similar economic characteristics of large capitalization companies. More on Qs Large Cap

Moving together with LMISX Mutual Fund

  0.93LGFEX Qs International EquityPairCorr
  0.99SCBCX Qs Servative GrowthPairCorr
  0.98LMBMX Qs Small CapitalizationPairCorr
  1.0LMTIX Qs Large CapPairCorr
  1.0LMUSX Qs Large CapPairCorr

LMISX Mutual Fund Highlights

Thematic IdeaLarge Value Funds (View all Themes)
Fund ConcentrationLegg Mason Funds, Large Blend Funds, Large Value Funds, Large Blend, Legg Mason, Large Blend, Large Blend (View all Sectors)
Update Date30th of June 2025
Qs Large Cap [LMISX] is traded in USA and was established 22nd of June 2025. Qs Us is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Legg Mason family. The entity is thematically classified as Large Value Funds. This fund now has accumulated 737.74 M in assets with no minimum investment requirementsQs Large Cap is currently producing year-to-date (YTD) return of 0.78% with the current yeild of 0.01%, while the total return for the last 3 years was 14.75%.
Check Qs Us 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 LMISX 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 LMISX 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 Qs Large 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 Qs Large Cap Mutual Fund Constituents

VLOValero EnergyStockEnergy
BAThe BoeingStockIndustrials
CSCOCisco SystemsStockInformation Technology
NOCNorthrop GrummanStockIndustrials
CVXChevron CorpStockEnergy
ABBVAbbVie IncStockHealth Care
XOMExxon Mobil CorpStockEnergy
UNHUnitedHealth Group IncorporatedStockHealth Care
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Qs Us Top Holders

LMEIXQs Servative GrowthMutual FundAllocation--50% to 70% Equity
SCGRXQs Moderate GrowthMutual FundAllocation--70% to 85% Equity
SBCPXQs Defensive GrowthMutual FundAllocation--30% to 50% Equity
LWLAXL Mason QsMutual FundAllocation--30% to 50% Equity
LMLRXQs Defensive GrowthMutual FundAllocation--30% to 50% Equity
SCBCXQs Servative GrowthMutual FundAllocation--50% to 70% Equity
LMGIXQs Defensive GrowthMutual FundAllocation--30% to 50% Equity
SCHAXQs Growth FundMutual FundAllocation--85%+ Equity
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Qs Large Cap Risk Profiles

Qs Us Against Markets

Other Information on Investing in LMISX Mutual Fund

Qs Us financial ratios help investors to determine whether LMISX 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 LMISX with respect to the benefits of owning Qs Us security.
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Transaction History
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