Natixis Oakmark Fund Quote

NECOX Fund  USD 22.95  0.28  1.24%   

Performance

17 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 32

 
100  
 
Zero
Below Average
Natixis Oakmark is trading at 22.95 as of the 28th of March 2024; that is 1.24 percent up since the beginning of the trading day. The fund's open price was 22.67. Natixis Oakmark has about a 32 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Natixis Oakmark Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of September 2023 and ending today, the 28th of March 2024. Click here to learn more.
Under normal market conditions, the fund primarily invests in common stocks of U.S. companies. It generally invests in securities of larger capitalization companies in any industry. Harris Associates L.P. uses a value investment philosophy in selecting equity securities, including common stocks.. More on Natixis Oakmark Fund

Moving together with Natixis Mutual Fund

  0.96AMFAX Asg Managed FuturesPairCorr
  0.96AMFNX Asg Managed FuturesPairCorr
  1.0NOANX Natixis OakmarkPairCorr
  0.92GCPAX Gateway Equity CallPairCorr
  0.92GCPCX Gateway Equity CallPairCorr

Natixis Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Natixis Oakmark's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Natixis Oakmark or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationNatixis Funds, Large Value Funds, Large Value, Natixis Funds (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Natixis Oakmark Fund [NECOX] is traded in USA and was established 28th of March 2024. Natixis Oakmark is listed under Natixis Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Natixis Funds family. This fund now has accumulated 409.64 M in assets with no minimum investment requirementsNatixis Oakmark Fund is currently producing year-to-date (YTD) return of 8.32% with the current yeild of 0.0%, while the total return for the last 3 years was 12.03%.
Check Natixis Oakmark 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 Natixis 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 Natixis 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 Natixis Oakmark Fund 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 Natixis Oakmark Fund Mutual Fund Constituents

ORCLOracleStockInformation Technology
COFCapital One FinancialStockFinancials
VVisa Class AStockFinancials
JPMJPMorgan Chase CoStockFinancials
FDXFedExStockIndustrials
CATCaterpillarStockIndustrials
BKNGBooking HoldingsStockConsumer Discretionary
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Natixis Oakmark Target Price Odds Analysis

Based on a normal probability distribution, the odds of Natixis Oakmark jumping above the current price in 90 days from now is near 1%. The Natixis Oakmark Fund probability density function shows the probability of Natixis Oakmark mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0943. This indicates Natixis Oakmark Fund market returns are sensitive to returns on the market. As the market goes up or down, Natixis Oakmark is expected to follow. Additionally, natixis Oakmark Fund has an alpha of 0.0039, implying that it can generate a 0.003943 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 22.95HorizonTargetOdds Above 22.95
99.16%90 days
 22.95 
0.82%
Based on a normal probability distribution, the odds of Natixis Oakmark to move above the current price in 90 days from now is near 1 (This Natixis Oakmark Fund probability density function shows the probability of Natixis Mutual Fund to fall within a particular range of prices over 90 days) .

Natixis Oakmark Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Natixis Oakmark market risk premium is the additional return an investor will receive from holding Natixis Oakmark long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Natixis Oakmark. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Natixis Oakmark's alpha and beta are two of the key measurements used to evaluate Natixis Oakmark's performance over the market, the standard measures of volatility play an important role as well.

Natixis Oakmark Against Markets

Picking the right benchmark for Natixis Oakmark mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Natixis Oakmark mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Natixis Oakmark is critical whether you are bullish or bearish towards Natixis Oakmark Fund at a given time. Please also check how Natixis Oakmark's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Natixis Oakmark without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Sectors

List of equity sectors categorizing publicly traded companies based on their primary business activities
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How to buy Natixis Mutual Fund?

Before investing in Natixis Oakmark, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Natixis Oakmark. To buy Natixis Oakmark fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Natixis Oakmark. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Natixis Oakmark fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Natixis Oakmark Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Natixis Oakmark Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Natixis Oakmark Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Natixis Oakmark Fund?

The danger of trading Natixis Oakmark Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Natixis Oakmark is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Natixis Oakmark. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Natixis Oakmark Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Natixis Oakmark Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in persons.
You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

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When running Natixis Oakmark's price analysis, check to measure Natixis Oakmark's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Natixis Oakmark is operating at the current time. Most of Natixis Oakmark's value examination focuses on studying past and present price action to predict the probability of Natixis Oakmark's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Natixis Oakmark's price. Additionally, you may evaluate how the addition of Natixis Oakmark to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Natixis Oakmark's value and its price as these two are different measures arrived at by different means. Investors typically determine if Natixis Oakmark is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Natixis Oakmark's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.