Loomis Sayles Competition

LIGAX Fund

USD 9.86 0.03 0.31%

Loomis Sayles Investment competes with John Hancock, Financials Ultrasector, Transamerica Financial, Mesirow Financial, and Davis Financial; as well as few others. The fund is listed under Intermediate Core-Plus Bond category and is part of Natixis Funds family. Analyzing Loomis Sayles competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Loomis Sayles to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Loomis Sayles Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Loomis Sayles competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
9.57	9.86	10.15

Details

Intrinsic

Valuation

Low	Real	High
9.25	9.54	10.85

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Loomis Sayles. Your research has to be compared to or analyzed against Loomis Sayles' peers to derive any actionable benefits. When done correctly, Loomis Sayles' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Loomis Sayles Investment.

Loomis Sayles Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Loomis Sayles and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Loomis and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Loomis Sayles Investment does not affect the price movement of the other competitor.

	BTO	FNPIX	IAAEX	MSVIX	RPFGX	RGFIX	MSVVX
BTO		0.99	0.88	0.82	0.97	0.0	0.82	BTO
FNPIX	0.99		0.88	0.82	0.99	0.0	0.82	FNPIX
IAAEX	0.88	0.88		0.92	0.89	0.0	0.92	IAAEX
MSVIX	0.82	0.82	0.92		0.86	0.0	1.0	MSVIX
RPFGX	0.97	0.99	0.89	0.86		0.0	0.85	RPFGX
RGFIX	0.0	0.0	0.0	0.0	0.0		0.0	RGFIX
MSVVX	0.82	0.82	0.92	1.0	0.85	0.0		MSVVX
	BTO	FNPIX	IAAEX	MSVIX	RPFGX	RGFIX	MSVVX

Click cells to compare fundamentals

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High positive correlations

MSVVX	+ 1.0	MSVIX
FNPIX	+ 0.99	BTO
RPFGX	+ 0.99	FNPIX
RPFGX	+ 0.97	BTO
MSVIX	+ 0.92	IAAEX
MSVVX	+ 0.92	IAAEX

High negative correlations

MSVVX	- 0.0	RGFIX
RGFIX	- 0.0	RPFGX
RGFIX	- 0.0	MSVIX
RGFIX	- 0.0	IAAEX
RGFIX	- 0.0	FNPIX
RGFIX	- 0.0	BTO

Risk-Adjusted Indicators

There is a big difference between Loomis Mutual Fund performing well and Loomis Sayles Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Loomis Sayles' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
BTO	0.91	0.13	0.17	0.21	0.71	(1.01)	1.88	(1.32)	9.88
FNPIX	1.08	0.09	0.15	0.17	0.87	(1.16)	2.09	(1.83)	11.72
IAAEX	0.54	(0.02)	(0.09)	0.08	0.52	(0.61)	1.03	(0.98)	3.17
MSVIX	0.79	(0.06)	(0.03)	0.07	0.84	(0.88)	1.78	(1.41)	5.71
RPFGX	0.80	0.06	0.12	0.16	0.52	(1.01)	1.85	(1.40)	7.59
RGFIX	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
MSVVX	0.79	(0.06)	(0.03)	0.07	0.82	(0.86)	1.78	(1.41)	5.71

Unable to evaluate fundamental data of [BTO, FNPIX, IAAEX, MSVIX, RPFGX, RGFIX, MSVVX] at this time. Please try again later

All Fundamental Data

Loomis Sayles Competitive Analysis

The better you understand Loomis Sayles competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Loomis Sayles' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Loomis Sayles' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	LIGAX	BTO	FNPIX	IAAEX	MSVIX	RPFGX	RGFIX	MSVVX
	0.31 9.86 Loomis	0.31 39.40 John	0.39 46.30 Financials	0.24 12.47 Transamerica	0.14 14.44 MESIROW	0.16 70.79 DAVIS	0.00 6.52 Royce	0.07 14.43 Mesirow
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Solid	Good	OK	OK	Good	Very Weak	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Strong Buy	Strong Buy	Buy	Strong Hold	Strong Buy	Strong Hold	Strong Hold
Net Asset	5.56 B	N/A	5.26 M	1.39 B	27.17 M	770.11 M	50.85 M	27.17 M
Minimum Initial Investment	N/A	N/A	15 K	N/A	N/A	N/A	N/A	5 K
Price To Book	1.43 X	1.14 X	1.39 X	N/A	N/A	1.29 X	N/A	N/A
Five Year Return	1.66 %	10.35 %	13.69 %	N/A	13.02 %	12.89 %	6.66 %	12.91 %
One Year Return	8.94 %	61.00 %	67.26 %	N/A	32.05 %	50.72 %	11.61 %	31.79 %
Last Dividend Paid	N/A	2.6	0.46	N/A	0.05	0.58	0.04	0.05
Price To Earning	7.77 X	2.71 X	15.91 X	N/A	N/A	15.47 X	9.87 X	N/A
Beta	N/A	1.5	N/A	N/A	N/A	N/A	N/A	N/A
Price To Sales	0.36 X	32.25 X	2.48 X	N/A	N/A	2.37 X	N/A	N/A
Cash Position Weight	12.02 %	N/A	26.80 %	N/A	3.42 %	1.16 %	4.16 %	3.25 %
Equity Positions Weight	N/A	N/A	71.84 %	N/A	96.58 %	98.83 %	94.78 %	96.75 %
Three Year Return	(0.67) %	5.90 %	11.68 %	N/A	8.52 %	11.95 %	(1.83) %	8.30 %
Annual Yield	0 %	0.01 %	0 %	0.01 %	0.01 %	0.02 %	0.07 %	0 %
Year To Date Return	3.50 %	35.02 %	51.43 %	N/A	21.31 %	35.77 %	0.91 %	21.10 %
Bond Positions Weight	10.64 %	N/A	N/A	N/A	N/A	N/A	0.62 %	N/A
Ten Year Return	4.51 %	N/A	10.33 %	N/A	N/A	7.75 %	9.47 %	N/A
Day Typical Price	9.86	39.32	46.3	12.47	14.44	70.79	6.52	14.43
Accumulation Distribution	N/A	125.47	N/A	N/A	N/A	N/A	N/A	N/A
Daily Balance Of Power	9.2 T	0.2727	9.2 T	9.2 T	9.2 T	9.2 T	0.0	9.2 T
Period Momentum Indicator	0.03	0.12	0.18	0.03	0.02	0.11	N/A	0.01
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	9.86	39.28	46.3	12.47	14.44	70.79	6.52	14.43
Price Action Indicator	0.015	0.18	0.09	0.015	0.01	0.055	N/A	0.005
Coefficient Of Variation	(1,757)	466.49	530.64	959.35	1157.39	527.99	N/A	1169.97
Mean Deviation	0.2191	0.9146	1.08	0.5397	0.7886	0.8025	N/A	0.79
Jensen Alpha	(0.02)	0.1334	0.0898	(0.02)	(0.06)	0.0607	N/A	(0.06)
Total Risk Alpha	(0.07)	0.0819	0.052	(0.04)	(0.08)	0.0351	N/A	(0.08)
Sortino Ratio	N/A	0.1677	0.1469	(0.09)	(0.03)	0.1162	N/A	(0.03)
Downside Variance	N/A	1.2	1.55	0.41	0.9916	0.6631	N/A	0.9868
Standard Deviation	0.2881	1.44	1.64	0.6793	1.1	1.16	N/A	1.09
Kurtosis	0.1755	15.09	12.62	0.2377	2.68	9.69	N/A	2.66
Potential Upside	0.5045	1.88	2.09	1.03	1.78	1.85	N/A	1.78
Treynor Ratio	0.4482	0.2084	0.1651	0.0834	0.0681	0.1622	N/A	0.0674
Maximum Drawdown	1.22	9.88	11.72	3.17	5.71	7.59	N/A	5.71
Variance	0.083	2.07	2.67	0.4614	1.2	1.35	N/A	1.2
Market Risk Adjusted Performance	0.4582	0.2184	0.1751	0.0934	0.0781	0.1722	N/A	0.0774
Risk Adjusted Performance	(0.06)	0.1689	0.1497	0.0786	0.0692	0.1485	N/A	0.0685
Skewness	(0.15)	2.63	2.43	0.4284	0.6876	2.04	N/A	0.6934
Semi Deviation	N/A	0.7082	0.8681	0.5224	0.8379	0.5214	N/A	0.8236
Information Ratio	(0.49)	0.1273	0.1118	(0.08)	(0.03)	0.0815	N/A	(0.03)
Value At Risk	(0.61)	(1.32)	(1.83)	(0.98)	(1.41)	(1.40)	N/A	(1.41)
Expected Short fall	N/A	(1.01)	(1.16)	(0.61)	(0.88)	(1.01)	N/A	(0.86)
Downside Deviation	N/A	1.09	1.24	0.6403	0.9958	0.8143	N/A	0.9934
Semi Variance	N/A	0.5015	0.7536	0.2729	0.7021	0.2719	N/A	0.6783

Loomis Sayles Competition Performance Charts

Five steps to successful analysis of Loomis Sayles Competition

Loomis Sayles' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Loomis Sayles Investment in relation to its competition. Loomis Sayles' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Loomis Sayles in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Loomis Sayles' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Loomis Sayles Investment, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Loomis Sayles position

In addition to having Loomis Sayles 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.

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Other Information on Investing in Loomis Mutual Fund

Loomis Sayles financial ratios help investors to determine whether Loomis 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 Loomis with respect to the benefits of owning Loomis Sayles security.

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