Loomis Sayles Financials
| NEFZX Fund | USD 12.25 0.01 0.08% |
Loomis |
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.
Loomis Sayles Fund Summary
Loomis Sayles competes with Asg Managed, Asg Managed, Natixis Oakmark, Natixis Oakmark, and Gateway Equity. The fund will invest substantially all of its assets in income producing securities with a focus on U.S. corporate bonds, convertible securities, foreign debt instruments, including those in emerging markets and related foreign currency transactions, and U.S. government securities. The fund is not limited in the percentage of its assets that it may invest in these instruments.Specialization | Multisector Bond, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5434872843 |
| Business Address | Loomis Sayles Funds |
| Mutual Fund Family | Natixis Funds |
| Mutual Fund Category | Multisector Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 225 5478 |
| Currency | USD - US Dollar |
Loomis Sayles Key Financial Ratios
Loomis Financial Ratios 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 Strategic 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 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Loomis Sayles Strategic is roughly 7.59 . 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.Loomis Sayles Strategic Systematic Risk
Loomis Sayles' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Loomis Sayles 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Loomis Sayles Strategic correlated with the market. If Beta is less than 0 Loomis Sayles generally moves in the opposite direction as compared to the market. If Loomis Sayles Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Loomis Sayles Strategic is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Loomis Sayles is generally in the same direction as the market. If Beta > 1 Loomis Sayles moves generally in the same direction as, but more than the movement of the benchmark.
Loomis Sayles November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Loomis Sayles help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Loomis Sayles Strategic. We use our internally-developed statistical techniques to arrive at the intrinsic value of Loomis Sayles Strategic based on widely used predictive technical indicators. In general, we focus on analyzing Loomis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Loomis Sayles's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2274 | |||
| Information Ratio | (0.46) | |||
| Maximum Drawdown | 1.15 | |||
| Value At Risk | (0.33) | |||
| Potential Upside | 0.4049 |
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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