Natixis Equity Opportunities Fund Manager Performance Evaluation
| NEFSX Fund | USD 47.09 0.16 0.34% |
The fund secures a Beta (Market Risk) of 1.01, which conveys a somewhat significant risk relative to the market. Natixis Us returns are very sensitive to returns on the market. As the market goes up or down, Natixis Us is expected to follow.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Natixis Equity Opportunities are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly inconsistent basic indicators, Natixis Us showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.0900 |
Natixis |
Natixis Us Relative Risk vs. Return Landscape
If you would invest 4,146 in Natixis Equity Opportunities on August 31, 2024 and sell it today you would earn a total of 563.00 from holding Natixis Equity Opportunities or generate 13.58% return on investment over 90 days. Natixis Equity Opportunities is currently producing 0.2058% returns and takes up 0.8496% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Natixis, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Natixis Us Current Valuation
Undervalued
Today
Please note that Natixis Us' price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Natixis Equity Oppor secures a last-minute Real Value of $51.33 per share. The latest price of the fund is $47.09. We determine the value of Natixis Equity Oppor 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 Natixis Us is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Natixis Mutual Fund. However, Natixis Us' 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 47.09 | Real 51.33 | Hype 47.09 |
The intrinsic value of Natixis Us' 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 Natixis Us' 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 Natixis Equity Opportunities helps investors to forecast how Natixis 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 Natixis Us more accurately as focusing exclusively on Natixis Us' fundamentals will not take into account other important factors: Natixis Us Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Natixis Us' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Natixis Equity Opportunities, and traders can use it to determine the average amount a Natixis Us' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2423
| Best Portfolio | Best Equity | |||
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| Small Returns | NEFSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 19 81% of assets perform better |
Based on monthly moving average Natixis Us is performing at about 19% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Natixis Us by adding it to a well-diversified portfolio.
Natixis Us Fundamentals Growth
Natixis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Natixis Us, and Natixis Us 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 Natixis Mutual Fund performance.
| Price To Earning | 19.44 X | ||||
| Price To Book | 2.63 X | ||||
| Price To Sales | 2.40 X | ||||
| Total Asset | 577.16 M | ||||
About Natixis Us Performance
Evaluating Natixis Us' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Natixis Us 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 Natixis Us 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 circumstances, the fund will invest at least 80 percent of its net assets in equity securities. Equity securities may include common stocks and preferred stocks. Under normal market conditions, it will invest at least 80 percent of its net assets in securities of U.S. issuers. The funds approach to equity investing combines the styles of two subadvisers in selecting securities for each of the funds segments.Things to note about Natixis Equity Oppor performance evaluation
Checking the ongoing alerts about Natixis Us for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Natixis Equity Oppor help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Natixis Us' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Natixis Us' mutual fund performance include:- Analyzing Natixis Us' 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 Natixis Us' stock is overvalued or undervalued compared to its peers.
- Examining Natixis Us' 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 Natixis Us' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Natixis Us' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Natixis Us' mutual fund. These opinions can provide insight into Natixis Us' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Natixis Mutual Fund
Natixis Us financial ratios help investors to determine whether Natixis 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 Natixis with respect to the benefits of owning Natixis Us security.
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