Natixis Oakmark Competition

NECOX Fund

USD 25.26 0.04 0.16%

Natixis Oakmark competes with Multisector Bond, Ambrus Core, Ultra-short Fixed, Touchstone Premium, and Rational/pier; as well as few others. The fund is listed under Large Value category and is part of Natixis Funds family. Analyzing Natixis Oakmark 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 Natixis Oakmark to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Natixis Oakmark 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 Natixis Oakmark competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
24.40	25.26	26.12

Details

Intrinsic

Valuation

Low	Real	High
24.05	24.91	25.77

Details

Natixis Oakmark Competition Correlation Matrix

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

	MBSAX	TTRBX	SWSFX	TPYYX	PBXIX	MDMTX	FULIX
MBSAX		0.76	-0.13	0.56	0.05	0.67	0.03	MBSAX
TTRBX	0.76		-0.46	0.37	-0.52	0.8	-0.29	TTRBX
SWSFX	-0.13	-0.46		0.05	0.76	-0.57	0.83	SWSFX
TPYYX	0.56	0.37	0.05		0.12	0.28	-0.1	TPYYX
PBXIX	0.05	-0.52	0.76	0.12		-0.4	0.76	PBXIX
MDMTX	0.67	0.8	-0.57	0.28	-0.4		-0.33	MDMTX
FULIX	0.03	-0.29	0.83	-0.1	0.76	-0.33		FULIX
	MBSAX	TTRBX	SWSFX	TPYYX	PBXIX	MDMTX	FULIX

Click cells to compare fundamentals

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High positive correlations

FULIX	+ 0.83	SWSFX
MDMTX	+ 0.8	TTRBX
TTRBX	+ 0.76	MBSAX
PBXIX	+ 0.76	SWSFX
FULIX	+ 0.76	PBXIX
MDMTX	+ 0.67	MBSAX

High negative correlations

MDMTX	- 0.57	SWSFX
PBXIX	- 0.52	TTRBX
SWSFX	- 0.46	TTRBX
MDMTX	- 0.4	PBXIX
FULIX	- 0.33	MDMTX
FULIX	- 0.29	TTRBX

Risk-Adjusted Indicators

There is a big difference between Natixis Mutual Fund performing well and Natixis Oakmark 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 Natixis Oakmark's 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
MBSAX	0.21	(0.01)	(0.36)	0.03	0.24	(0.22)	0.37	(0.44)	1.25
TTRBX	0.13	0.00	(0.59)	0.28	0.16	(0.17)	0.30	(0.30)	0.70
SWSFX	0.04	0.00	(1.07)	(0.08)	0.00	(0.17)	0.10	(0.10)	0.49
TPYYX	0.70	(0.10)	0.00	(0.02)	0.00	0.00	1.40	(1.71)	5.39
PBXIX	0.31	0.04	(0.07)	0.21	0.00	(0.41)	0.87	(0.55)	1.94
MDMTX	0.17	0.01	(0.28)	0.01	0.24	(0.23)	0.38	(0.56)	1.33
FULIX	0.05	0.01	(0.74)	(0.28)	0.00	(0.22)	0.11	(0.11)	0.65

Unable to evaluate fundamental data of [MBSAX, TTRBX, SWSFX, TPYYX, PBXIX, MDMTX, FULIX] at this time. Please try again later

All Fundamental Data

Natixis Oakmark Competitive Analysis

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

Better Than Average

Worse Than Peers

View Performance Chart

	NECOX	MBSAX	TTRBX	SWSFX	TPYYX	PBXIX	MDMTX	FULIX
	0.16 25.26 Natixis	0.29 13.72 Multisector	0.20 9.97 Ambrus	0.1 10.31 Ultra-short	0.79 8.94 Touchstone	0.09 11.67 Rational/pier	0.38 10.70 Blrc	0.11 9.27 FEDERATED
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)	Good	Modest	Very Weak	OK	Weak	Solid	Weak	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	Over Valued	Over Valued	Fairly Valued	Over Valued	Over Valued	Over 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)	Buy	Hold	Cautious Hold	Strong Sell	Strong Hold	Cautious Hold	Cautious Hold	Strong Sell
Net Asset	409.64 M	23.13 M	364.26 M	N/A	23.95 M	99.14 M	5.05 B	3.2 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	2.5 K	N/A	N/A	1000 K
Price To Book	1.72 X	N/A	N/A	N/A	2.78 X	N/A	N/A	0.20 X
Five Year Return	15.88 %	5.62 %	N/A	N/A	7.20 %	N/A	0.75 %	2.63 %
One Year Return	31.38 %	13.57 %	7.09 %	N/A	19.37 %	16.03 %	8.10 %	6.72 %
Last Dividend Paid	N/A	N/A	N/A	N/A	0.05	0.04	0.02	0.01
Price To Earning	14.93 X	N/A	N/A	N/A	20.12 X	N/A	N/A	N/A
Price To Sales	1.43 X	N/A	N/A	N/A	2.04 X	N/A	N/A	0.20 X
Cash Position Weight	4.77 %	41.91 %	N/A	N/A	1.07 %	4.03 %	2.84 %	6.78 %
Equity Positions Weight	95.24 %	N/A	N/A	N/A	98.93 %	22.96 %	N/A	N/A
Three Year Return	10.65 %	6.93 %	N/A	N/A	2.09 %	1.30 %	(0.84) %	3.39 %
Annual Yield	0.0007 %	0 %	0.05 %	N/A	0.02 %	0.02 %	0 %	0.05 %
Year To Date Return	21.00 %	7.93 %	3.79 %	N/A	9.32 %	11.98 %	4.20 %	5.45 %
Bond Positions Weight	N/A	58.09 %	N/A	N/A	N/A	N/A	8.73 %	87.52 %
Ten Year Return	9.06 %	N/A	N/A	N/A	8.36 %	N/A	3.81 %	1.67 %
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	25.26	13.72	9.97	10.31	8.94	11.67	10.7	9.27
Period Momentum Indicator	0.04	0.04	0.02	0.01	0.07	0.01	0.04	0.01
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.01	1.0	1.0	1.0
Day Median Price	25.26	13.72	9.97	10.31	8.94	11.67	10.7	9.27
Price Action Indicator	0.02	0.02	0.01	0.005	0.035	0.005	0.02	0.005
Coefficient Of Variation	665.3	1809.53	10396.36	669.48	(39,804)	412.93	3129.58	580.25
Mean Deviation	0.6349	0.2084	0.1324	0.0385	0.6956	0.3127	0.171	0.0543
Jensen Alpha	0.005	(0.01)	(0)	0.0045	(0.1)	0.0392	0.0081	0.0115
Total Risk Alpha	(0.01)	(0.04)	(0.03)	(0.01)	(0.16)	0.0274	(0.04)	(0.01)
Sortino Ratio	0.0054	(0.36)	(0.59)	(1.07)	N/A	(0.07)	(0.28)	(0.74)
Downside Variance	0.5345	0.0967	0.0439	0.0113	N/A	0.1623	0.1695	0.021
Standard Deviation	0.8604	0.2682	0.1735	0.0792	0.9484	0.4081	0.2786	0.1053
Kurtosis	5.66	0.4993	(0.07)	14.81	1.75	0.421	3.27	9.9
Potential Upside	1.25	0.3706	0.3006	0.0977	1.4	0.8734	0.3824	0.1087
Treynor Ratio	0.1204	0.0347	0.2796	(0.08)	(0.02)	0.2066	0.0138	(0.28)
Maximum Drawdown	5.26	1.25	0.7006	0.4871	5.39	1.94	1.33	0.6527
Variance	0.7403	0.0719	0.0301	0.0063	0.8994	0.1665	0.0776	0.0111
Market Risk Adjusted Performance	0.1304	0.0447	0.2896	(0.07)	(0.01)	0.2166	0.0238	(0.27)
Risk Adjusted Performance	0.1163	0.0238	(0.03)	0.0277	(0.00000503)	0.1768	0.007	0.0693
Skewness	1.3	(0.21)	(0.16)	3.31	(0.17)	0.3137	(0.48)	2.69
Semi Deviation	0.5297	0.2392	0.1555	0.0	N/A	0.0	0.2422	0.0
Information Ratio	0.0046	(0.41)	(0.71)	(1.43)	(0.13)	(0.07)	(0.42)	(1.02)
Value At Risk	(1.16)	(0.44)	(0.30)	(0.1)	(1.71)	(0.55)	(0.56)	(0.11)
Expected Short fall	(0.70)	(0.22)	(0.17)	(0.17)	N/A	(0.41)	(0.23)	(0.22)
Downside Deviation	0.7311	0.3109	0.2095	0.1064	N/A	0.4029	0.4117	0.1449
Semi Variance	0.2806	0.0572	0.0242	(0.01)	N/A	(0.01)	0.0587	(0.02)

Natixis Oakmark Competition Performance Charts

Five steps to successful analysis of Natixis Oakmark Competition

Natixis Oakmark's 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 Natixis Oakmark in relation to its competition. Natixis Oakmark's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Natixis Oakmark 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 Natixis Oakmark's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Natixis Oakmark, 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 Natixis Oakmark position

In addition to having Natixis Oakmark 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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Companies involved in providing outsourcing and staffing services to business across different domains. The Outsourcing theme has 32 constituents at this time.

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Other Information on Investing in Natixis Mutual Fund

Natixis Oakmark financial ratios help investors to determine whether Natixis 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 Natixis with respect to the benefits of owning Natixis Oakmark security.

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