Nationwide Loomis All Fund Fundamentals
| NWADX Fund | USD 20.73 0.18 0.86% |
Nationwide Loomis All fundamentals help investors to digest information that contributes to Nationwide Loomis' financial success or failures. It also enables traders to predict the movement of Nationwide Mutual Fund. The fundamental analysis module provides a way to measure Nationwide Loomis' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Nationwide Loomis mutual fund.
Nationwide |
Nationwide Loomis All Mutual Fund Year To Date Return Analysis
Nationwide Loomis' Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Nationwide Loomis Year To Date Return | 32.95 % |
Most of Nationwide Loomis' fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Nationwide Loomis All is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Nationwide Loomis All has a Year To Date Return of 32.9502%. This is much higher than that of the Nationwide family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Nationwide Loomis All Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Nationwide Loomis's current stock value. Our valuation model uses many indicators to compare Nationwide Loomis value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Nationwide Loomis competition to find correlations between indicators driving Nationwide Loomis's intrinsic value. More Info.Nationwide Loomis All is number one fund in year to date return among similar funds. It also is number one fund in one year return among similar funds reporting about 1.22 of One Year Return per Year To Date Return. 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 Nationwide Loomis' earnings, one of the primary drivers of an investment's value.Nationwide Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Nationwide Loomis' direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Nationwide Loomis could also be used in its relative valuation, which is a method of valuing Nationwide Loomis by comparing valuation metrics of similar companies.Nationwide Loomis is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Nationwide Loomis
The fund consists of 98.45% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Nationwide Loomis' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Nationwide Fundamentals
| Total Asset | 370.39 M | |||
| Year To Date Return | 32.95 % | |||
| One Year Return | 40.35 % | |||
| Three Year Return | 10.52 % | |||
| Five Year Return | 17.31 % | |||
| Net Asset | 302.89 M | |||
| Minimum Initial Investment | 50 K | |||
| Cash Position Weight | 1.55 % | |||
| Equity Positions Weight | 98.45 % |
About Nationwide Loomis Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Nationwide Loomis All's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Nationwide Loomis using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Nationwide Loomis All based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, the fund will invest in equity securities, primarily common stocks, issued by companies of any size. It normally will invest across a wide range of sectors and industries, using a growth style of equity management that emphasizes companies with sustainable competitive advantages versus others, long-term structural growth drivers that the subadviser believes will lead to above-average future cash flow growth, attractive cash flow returns on invested capital, and management teams focused on creating long-term value for shareholders.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Nationwide Mutual Fund
Nationwide Loomis financial ratios help investors to determine whether Nationwide 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 Nationwide with respect to the benefits of owning Nationwide Loomis security.
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