Great-west Loomis Financials
| MXLSX Fund | USD 42.17 1.18 2.88% |
Great-west |
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.
Great-west Loomis Fund Summary
Great-west Loomis competes with Great-west Securefoundation, Great-west Lifetime, Great-west Lifetime, Great-west Moderately, and Great-west. The fund will, under normal circumstances, invest at least 80 percent of its net assets in equity securities of small capitalization companies. For purposes of the 80 percent policy, the manager considers small cap companies to be those whose market capitalization falls within the range of the Russell 2000 Value Index at the time of initial purchase.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US39137C8670 |
| Business Address | Empower Funds, |
| Mutual Fund Family | Great-West Funds |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 866 831 7129 |
| Currency | USD - US Dollar |
Great-west Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Great-west Loomis's current stock value. Our valuation model uses many indicators to compare Great-west Loomis value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Great-west Loomis competition to find correlations between indicators driving Great-west Loomis's intrinsic value. More Info.Great West Loomis Sayles is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.05 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Great West Loomis Sayles is roughly 18.78 . 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 Great-west Loomis' earnings, one of the primary drivers of an investment's value.Great West Loomis Systematic Risk
Great-west Loomis' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Great-west Loomis 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Great West Loomis correlated with the market. If Beta is less than 0 Great-west Loomis generally moves in the opposite direction as compared to the market. If Great-west Loomis Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Great West Loomis is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Great-west Loomis is generally in the same direction as the market. If Beta > 1 Great-west Loomis moves generally in the same direction as, but more than the movement of the benchmark.
Great-west Loomis Thematic Clasifications
Great West Loomis Sayles is part of Small Value Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with small to mid capitalization value equities. Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies
This theme covers Funds with small to mid capitalization value equities. Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. Get More Thematic Ideas
Great West Loomis Sayles is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 5.31 Billion. Great-west Loomis holds roughly 301.53 Million in net asset claiming about 6% of funds listed under Small Value category.| Small Value Funds | View |
Great-west Loomis November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Great-west Loomis help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Great West Loomis Sayles. We use our internally-developed statistical techniques to arrive at the intrinsic value of Great West Loomis Sayles based on widely used predictive technical indicators. In general, we focus on analyzing Great-west Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Great-west Loomis's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9107 | |||
| Information Ratio | 0.001 | |||
| Maximum Drawdown | 7.51 | |||
| Value At Risk | (1.34) | |||
| Potential Upside | 2.08 |
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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