Loomis Sayles Financial Statements From 2010 to 2024

NEFRX Fund  USD 11.44  0.03  0.26%   
Loomis Sayles financial statements provide useful quarterly and yearly information to potential Loomis Sayles E investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Loomis Sayles financial statements helps investors assess Loomis Sayles' valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Loomis Sayles' valuation are summarized below:
Loomis Sayles E does not presently have any fundamental ratios for analysis.
Check Loomis Sayles financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Loomis Sayles' main balance sheet or income statement drivers, such as , as well as many indicators such as . Loomis financial statements analysis is a perfect complement when working with Loomis Sayles Valuation or Volatility modules.
  
This module can also supplement various Loomis Sayles Technical models . Check out the analysis of Loomis Sayles Correlation against competitors.

Loomis Sayles E Mutual Fund Annual Yield Analysis

Loomis Sayles' Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Loomis Sayles Annual Yield

    
  0.01 %  
Most of Loomis Sayles' fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Loomis Sayles E is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, Loomis Sayles E has an Annual Yield of 0.0058%. This is much higher than that of the Natixis Funds family and significantly higher than that of the Intermediate Core-Plus Bond category. The annual yield for all United States funds is notably lower than that of the firm.

Loomis Sayles E Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Loomis Sayles's current stock value. Our valuation model uses many indicators to compare Loomis Sayles value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Loomis Sayles competition to find correlations between indicators driving Loomis Sayles's intrinsic value. More Info.
Loomis Sayles E is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about  347.72  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Loomis Sayles' earnings, one of the primary drivers of an investment's value.

About Loomis Sayles Financial Statements

Loomis Sayles investors use historical fundamental indicators, such as Loomis Sayles' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Loomis Sayles. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in bonds, which include debt securities of any maturity. In addition, it will invest at least 65 percent of its net assets in investment grade securities. The fund will generally seek to maintain an effective duration of - 2 years relative to the Bloomberg U.S. Aggregate Bond Index.

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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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