Great West Loomis Sayles Fund Quote
| MXTFX Fund | USD 7.79 0.02 0.26% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Great-west Loomis is trading at 7.79 as of the 29th of November 2024; that is 0.26 percent down since the beginning of the trading day. The fund's open price was 7.81. Great-west Loomis has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Great West Loomis Sayles are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. Click here to learn more.
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.. More on Great West Loomis Sayles
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Great-west Mutual Fund Highlights
| Fund Concentration | Great-West Funds, Large Funds, Small Value Funds, Small Value, Great-West Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Great West Loomis Sayles [MXTFX] is traded in USA and was established 29th of November 2024. Great-west Loomis is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Great-West Funds family. This fund now has accumulated 301.53 M in assets with no minimum investment requirementsGreat West Loomis is currently producing year-to-date (YTD) return of 16.71% with the current yeild of 0.02%, while the total return for the last 3 years was 6.94%.
Check Great-west Loomis Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Great-west Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Great-west Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Great West Loomis Sayles Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Great West Loomis Sayles Mutual Fund Constituents
| VAC | Marriot Vacations Worldwide | Stock | Consumer Discretionary | |
| LFUS | Littelfuse | Stock | Information Technology | |
| TER | Teradyne | Stock | Information Technology | |
| VVI | Viad Corp | Stock | Industrials | |
| CTLT | Catalent | Stock | Health Care | |
| EEFT | Euronet Worldwide | Stock | Industrials | |
| ACA | Arcosa Inc | Stock | Industrials | |
| ALE | Allete Inc | Stock | Utilities |
Great-west Loomis Top Holders
| MXGPX | Great West Moderate Profile | Mutual Fund | Allocation--50% to 70% Equity | |
| MXAPX | Great West Aggressive Profile | Mutual Fund | Allocation--85%+ Equity | |
| MXMPX | Great West Moderate Profile | Mutual Fund | Allocation--50% to 70% Equity | |
| MXITX | Great West Moderate Profile | Mutual Fund | Allocation--50% to 70% Equity | |
| MXHRX | Great West Moderately Aggressive | Mutual Fund | Allocation--70% to 85% Equity | |
| MXGTX | Great West Aggressive Profile | Mutual Fund | Allocation--85%+ Equity | |
| MXBPX | Great West Moderately Aggressive | Mutual Fund | Allocation--70% to 85% Equity | |
| MXLZX | Great West Lifetime 2015 | Mutual Fund | Target-Date 2015 |
Great West Loomis Risk Profiles
| Mean Deviation | 0.8583 | |||
| Semi Deviation | 0.8962 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.72 |
Great-west Loomis Against Markets
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.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |