Great-west Loomis Competition

MXTFX Fund

USD 7.79 0.02 0.26%

Great West Loomis competes with World Energy, Fidelity Advisor, Short Oil, Hennessy, and Icon Natural; as well as few others. The fund is listed under Small Value category and is part of Great-West Funds family. Analyzing Great-west Loomis 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 Great-west Loomis to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Great-west Loomis 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 Great-west Loomis competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
6.50	7.79	9.08

Details

Intrinsic

Valuation

Low	Real	High
6.39	7.68	8.97

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Great-west Loomis. Your research has to be compared to or analyzed against Great-west Loomis' peers to derive any actionable benefits. When done correctly, Great-west Loomis' 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 Great West Loomis.

Great-west Loomis Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Great-west Loomis 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 Great-west 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 Great West Loomis does not affect the price movement of the other competitor.

	APWEX	FIKAX	SNPIX	HNRGX	ICBAX	PNRCX	ENPSX
APWEX		0.81	-0.91	0.91	0.89	0.67	0.91	APWEX
FIKAX	0.81		-0.96	0.94	0.77	0.78	0.96	FIKAX
SNPIX	-0.91	-0.96		-0.98	-0.84	-0.69	-1.0	SNPIX
HNRGX	0.91	0.94	-0.98		0.9	0.7	0.98	HNRGX
ICBAX	0.89	0.77	-0.84	0.9		0.66	0.85	ICBAX
PNRCX	0.67	0.78	-0.69	0.7	0.66		0.68	PNRCX
ENPSX	0.91	0.96	-1.0	0.98	0.85	0.68		ENPSX
	APWEX	FIKAX	SNPIX	HNRGX	ICBAX	PNRCX	ENPSX

Click cells to compare fundamentals

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High positive correlations

ENPSX	+ 0.98	HNRGX
ENPSX	+ 0.96	FIKAX
HNRGX	+ 0.94	FIKAX
HNRGX	+ 0.91	APWEX
ENPSX	+ 0.91	APWEX
ICBAX	+ 0.9	HNRGX

High negative correlations

ENPSX	- 1.0	SNPIX
HNRGX	- 0.98	SNPIX
SNPIX	- 0.96	FIKAX
SNPIX	- 0.91	APWEX
ICBAX	- 0.84	SNPIX
PNRCX	- 0.69	SNPIX

Risk-Adjusted Indicators

There is a big difference between Great-west Mutual Fund performing well and Great-west Loomis 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 Great-west Loomis' 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
APWEX	0.89	0.06	0.04	0.17	1.01	(0.96)	1.83	(1.79)	5.85
FIKAX	0.95	(0.05)	(0.06)	0.04	1.35	(0.90)	2.07	(2.13)	5.82
SNPIX	0.91	0.00	0.00	0.11	0.00	0.00	2.11	(1.71)	6.81
HNRGX	0.89	0.02	0.00	0.14	1.09	(0.94)	1.80	(1.85)	5.91
ICBAX	0.80	0.00	0.03	0.12	0.74	(0.92)	1.49	(1.24)	6.37
PNRCX	0.90	(0.10)	0.00	(0.02)	0.00	0.00	2.06	(2.27)	5.47
ENPSX	1.37	0.00	0.00	0.11	1.89	(1.35)	2.58	(3.15)	8.91

Unable to evaluate fundamental data of [APWEX, FIKAX, SNPIX, HNRGX, ICBAX, PNRCX, ENPSX] at this time. Please try again later

All Fundamental Data

Great-west Loomis Competitive Analysis

The better you understand Great-west Loomis competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Great-west Loomis' 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 Great-west Loomis' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	MXTFX	APWEX	FIKAX	SNPIX	HNRGX	ICBAX	PNRCX	ENPSX
	0.26 7.79 Great-west	0.91 15.46 World	0.12 50.67 Fidelity	0.15 13.57 Short	0.35 28.59 Hennessy	6.67 18.47 Icon	0.85 42.72 Jennison	0.15 39.88 Oil
Market Volatility (90 Days Market Risk)	Not too volatile	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Solid	Modest	Very Weak	Good	Good	Modest	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly 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)	Strong Hold	Strong Buy	Strong Hold	Strong Sell	Strong Hold	Buy	Strong Hold	Hold
Net Asset	301.53 M	57.51 M	275.71 M	1.16 M	18.57 M	39.88 M	760.82 M	25.64 M
Minimum Initial Investment	N/A	N/A	N/A	15 K	N/A	N/A	N/A	N/A
Price To Book	N/A	1.74 X	N/A	N/A	N/A	2.11 X	1.67 X	1.55 X
Five Year Return	11.96 %	19.48 %	16.18 %	(21.79) %	18.31 %	13.72 %	14.64 %	13.37 %
One Year Return	29.39 %	22.41 %	13.61 %	(9.25) %	21.39 %	30.60 %	12.22 %	21.12 %
Last Dividend Paid	0.03	0.02	0.67	0.13	N/A	0.04	0.38	0.14
Price To Earning	7.81 X	25.38 X	N/A	N/A	N/A	16.47 X	26.72 X	32.66 X
Price To Sales	N/A	1.41 X	N/A	N/A	N/A	0.89 X	1.56 X	1.32 X
Equity Positions Weight	100.00 %	92.81 %	99.63 %	N/A	98.90 %	79.35 %	96.71 %	77.51 %
Cash Position Weight	N/A	0.85 %	0.37 %	100.00 %	1.10 %	19.97 %	2.85 %	18.18 %
Three Year Return	6.94 %	18.77 %	23.99 %	(19.15) %	23.28 %	10.20 %	9.04 %	28.35 %
Annual Yield	0.02 %	0.02 %	0.02 %	0.57 %	N/A	0.01 %	0.02 %	N/A
Year To Date Return	16.71 %	22.51 %	14.83 %	0.66 %	21.96 %	20.92 %	9.14 %	21.80 %
Bond Positions Weight	N/A	3.58 %	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	7.93 %	N/A	(2.95) %	(6.55) %	N/A	4.80 %	(5.85) %	(7.33) %
Day Typical Price	7.79	15.46	50.67	13.57	28.59	18.47	42.72	39.88
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)
Period Momentum Indicator	(0.02)	0.14	(0.06)	0.02	0.1	(1.32)	0.36	(0.06)
Rate Of Daily Change	1.0	1.01	1.0	1.0	1.0	0.93	1.01	1.0
Day Median Price	7.79	15.46	50.67	13.57	28.59	18.47	42.72	39.88
Price Action Indicator	(0.01)	0.07	(0.03)	0.01	0.05	(0.66)	0.18	(0.03)
Relative Strength Index	74.59	79.55	65.1	31.19	70.19	71.02	51.57	69.03
Coefficient Of Variation	1227.3	667.85	3612.31	(1,841)	1005.84	728.99	(44,981)	1469.23
Mean Deviation	0.8583	0.8876	0.9478	0.907	0.8948	0.7962	0.9007	1.37
Jensen Alpha	(0.07)	0.0579	(0.05)	0.0014	0.0225	0.0017	(0.1)	(0)
Total Risk Alpha	(0.10)	(0.01)	(0.17)	(0.26)	(0.07)	(0.02)	(0.20)	(0.16)
Sortino Ratio	(0.02)	0.0437	(0.06)	N/A	(0)	0.0291	N/A	(0.0008)
Downside Variance	1.09	1.7	2.13	N/A	1.61	0.7961	N/A	3.96
Standard Deviation	1.31	1.22	1.29	1.21	1.23	1.1	1.24	1.82
Kurtosis	7.77	2.15	0.8197	0.9867	2.13	5.69	2.31	1.08
Potential Upside	1.96	1.83	2.07	2.11	1.8	1.49	2.06	2.58
Treynor Ratio	0.0655	0.1737	0.037	0.1134	0.1442	0.1168	(0.02)	0.1137
Maximum Drawdown	7.42	5.85	5.82	6.81	5.91	6.37	5.47	8.91
Variance	1.72	1.48	1.66	1.47	1.52	1.22	1.53	3.31
Market Risk Adjusted Performance	0.0755	0.1837	0.047	0.1234	0.1542	0.1268	(0.01)	0.1237
Risk Adjusted Performance	0.0666	0.1184	0.0253	(0.04)	0.08	0.1082	0.0021	0.0579
Skewness	1.58	(0.14)	(0.36)	0.1792	0.2198	1.26	(0.90)	(0.19)
Semi Deviation	0.8962	1.01	1.35	N/A	1.09	0.7397	N/A	1.89
Information Ratio	(0.01)	0.0468	(0.07)	(0.16)	(0)	0.0236	(0.10)	(0.0009)
Value At Risk	(1.25)	(1.79)	(2.13)	(1.71)	(1.85)	(1.24)	(2.27)	(3.15)
Expected Short fall	(1.12)	(0.96)	(0.90)	N/A	(0.94)	(0.92)	N/A	(1.35)
Downside Deviation	1.04	1.3	1.46	N/A	1.27	0.8922	N/A	1.99
Semi Variance	0.8031	1.01	1.82	N/A	1.18	0.5471	N/A	3.56

Great-west Loomis Competition Performance Charts

Five steps to successful analysis of Great-west Loomis Competition

Great-west Loomis' 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 Great West Loomis in relation to its competition. Great-west Loomis' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Great-west Loomis 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 Great-west Loomis' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Great West Loomis, 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.

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Other Information on Investing in Great-west Mutual Fund

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

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