Its investment objective is total return with an emphasis on income. The fund invests in a broad range of equity and fixed-income securities of both the U.S. and foreign issuers. Its long-term investments consists of investments in common stocks, convertible preferred stocks, investments in underlying funds and master limited partnerships. Maximum investment in Sales in the IT sector, Cheniere Energy in the energy sector, Ares Management and U.S. Bancorp in the financials sector and Lennar in the consumer discretionary sector, and etc.
We grade stocks based on past performance, their future growth potential, intrinsic value, dividend history, and overall financial health.
The chart below shows how we grade Lmp Capital & Income Fund (SCD) across the board compared to its closest peers.
Benzinga Edge stock rankings give you four critical scores to help you identify the strongest and weakest stocks to buy and sell.
97.58
Growth measures a stock's combined historical expansion in earnings and revenue across multiple time periods, with emphasis on both long-term trends and recent performance.
38.76
Momentum measures a stock's relative strength based on its price movement patterns and volatility over multiple timeframes, ranked as a percentile against other stocks.
The two main factors that we consider when analyzing past performance is overall return and volatility
Using these two metrics, we can determine if this stock gave its investors enough return for the risk that they took on by owning it. This is measured by the sharpe ratio, which has been used as a primary measure of risk/reward trade-off for almost 60 years.
This ratio can be interpreted as the amount of return an investor has received for the amount of risk that they took on by owning the stock over that timeframe.
Lmp Capital & Income Fund (SCD) sharpe ratio over the past 5 years is -0.8291 which is considered to be below average compared to the peer average of 0.0000
