Loomis Sayles Global Fund Manager Performance Evaluation
| LGMCX Fund | USD 25.07 0.07 0.28% |
The fund secures a Beta (Market Risk) of 0.7, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Loomis Sayles' returns are expected to increase less than the market. However, during the bear market, the loss of holding Loomis Sayles is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Loomis Sayles Global are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Loomis Sayles showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of February 2025 | |
| Expense Ratio | 1.9100 |
Loomis |
Loomis Sayles Relative Risk vs. Return Landscape
If you would invest 2,226 in Loomis Sayles Global on October 28, 2025 and sell it today you would earn a total of 281.00 from holding Loomis Sayles Global or generate 12.62% return on investment over 90 days. Loomis Sayles Global is currently producing 0.2019% returns and takes up 1.1964% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Loomis, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Loomis Sayles Current Valuation
Undervalued
Today
Please note that Loomis Sayles' price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Loomis Sayles Global secures a last-minute Real Value of $26.8 per share. The latest price of the fund is $25.07. We determine the value of Loomis Sayles Global from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Loomis Sayles is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Loomis Mutual Fund. However, Loomis Sayles' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 25.07 | Real 26.8 | Hype 25.07 | Naive 24.8 |
The intrinsic value of Loomis Sayles' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Loomis Sayles' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Loomis Sayles Global helps investors to forecast how Loomis mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Loomis Sayles more accurately as focusing exclusively on Loomis Sayles' fundamentals will not take into account other important factors: Loomis Sayles Target Price Odds to finish over Current Price
The tendency of Loomis Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 25.07 | 90 days | 25.07 | about 6.23 |
Based on a normal probability distribution, the odds of Loomis Sayles to move above the current price in 90 days from now is about 6.23 (This Loomis Sayles Global probability density function shows the probability of Loomis Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Loomis Sayles has a beta of 0.7. This indicates as returns on the market go up, Loomis Sayles average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Loomis Sayles Global will be expected to be much smaller as well. Additionally Loomis Sayles Global has an alpha of 0.1424, implying that it can generate a 0.14 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Loomis Sayles Price Density |
| Price |
Predictive Modules for Loomis Sayles
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Loomis Sayles Global. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Loomis Sayles' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Loomis Sayles Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Loomis Sayles is not an exception. The market had few large corrections towards the Loomis Sayles' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Loomis Sayles Global, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Loomis Sayles within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.14 | |
β | Beta against Dow Jones | 0.70 | |
σ | Overall volatility | 1.27 | |
Ir | Information ratio | 0.10 |
Loomis Sayles Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Loomis Sayles for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Loomis Sayles Global can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 16.06% of its assets in bonds |
Loomis Sayles Fundamentals Growth
Loomis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Loomis Sayles, and Loomis Sayles fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Loomis Mutual Fund performance.
| Price To Earning | 21.96 X | |||
| Price To Book | 3.61 X | |||
| Price To Sales | 2.05 X | |||
| Total Asset | 184.46 M | |||
About Loomis Sayles Performance
Evaluating Loomis Sayles' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Loomis Sayles has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Loomis Sayles has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in equity and fixed-income securities of U.S. and foreign issuers. Loomis Sayles is traded on NASDAQ Exchange in the United States.Things to note about Loomis Sayles Global performance evaluation
Checking the ongoing alerts about Loomis Sayles for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Loomis Sayles Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 16.06% of its assets in bonds |
- Analyzing Loomis Sayles' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Loomis Sayles' stock is overvalued or undervalued compared to its peers.
- Examining Loomis Sayles' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Loomis Sayles' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Loomis Sayles' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Loomis Sayles' mutual fund. These opinions can provide insight into Loomis Sayles' potential for growth and whether the stock is currently undervalued or overvalued.
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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