Gateway Equity Financials
| GCPNX Fund | USD 20.10 0.04 0.20% |
Gateway |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Gateway Equity Fund Summary
Gateway Equity competes with Champlain Small, Touchstone Small, Tax-managed, Kinetics Small, and Chartwell Small. Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities. It ordinarily invests in a broadly diversified equity portfolio, while also writing index call options with an aggregate notional value approximately equal to the market value of the equity portfolio. The fund may also invest in affiliated and unaffiliated mutual funds and exchange-traded funds, to the extent permitted by the Investment Company Act of 1940.Specialization | Options Trading, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Gateway Trust |
| Mutual Fund Family | Natixis Funds |
| Mutual Fund Category | Options Trading |
| Benchmark | Dow Jones Industrial |
| Phone | 800 225 5478 |
| Currency | USD - US Dollar |
Gateway Equity Key Financial Ratios
Gateway Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Gateway Equity's current stock value. Our valuation model uses many indicators to compare Gateway Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Gateway Equity competition to find correlations between indicators driving Gateway Equity's intrinsic value. More Info.Gateway Equity Call is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 2,291 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 Gateway Equity's earnings, one of the primary drivers of an investment's value.Gateway Equity Call Systematic Risk
Gateway Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Gateway Equity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Gateway Equity Call correlated with the market. If Beta is less than 0 Gateway Equity generally moves in the opposite direction as compared to the market. If Gateway Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Gateway Equity Call is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Gateway Equity is generally in the same direction as the market. If Beta > 1 Gateway Equity moves generally in the same direction as, but more than the movement of the benchmark.
Gateway Equity November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Gateway Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Gateway Equity Call. We use our internally-developed statistical techniques to arrive at the intrinsic value of Gateway Equity Call based on widely used predictive technical indicators. In general, we focus on analyzing Gateway Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Gateway Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5762 | |||
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 2.3 | |||
| Value At Risk | (0.85) | |||
| Potential Upside | 0.9259 |
Other Information on Investing in Gateway Mutual Fund
Gateway Equity financial ratios help investors to determine whether Gateway 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 Gateway with respect to the benefits of owning Gateway Equity security.
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