Natixis Equity Opportunities Fund Fundamentals
| NEFSX Fund | USD 38.61 0.04 0.10% |
Natixis Equity Opportunities fundamentals help investors to digest information that contributes to Natixis Equity's financial success or failures. It also enables traders to predict the movement of Natixis Mutual Fund. The fundamental analysis module provides a way to measure Natixis Equity's 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 Natixis Equity mutual fund.
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Natixis Equity Opportunities Mutual Fund Price To Earning Analysis
Natixis Equity's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Current Natixis Equity Price To Earning | 19.44 X |
Most of Natixis Equity's fundamental indicators, such as Price To Earning, 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, Natixis Equity Opportunities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
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Based on the latest financial disclosure, Natixis Equity Opportunities has a Price To Earning of 19.44 times. This is much higher than that of the Natixis Funds family and significantly higher than that of the Large Blend category. The price to earning for all United States funds is notably lower than that of the firm.
Natixis Equity Oppor Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Natixis Equity's current stock value. Our valuation model uses many indicators to compare Natixis Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Natixis Equity competition to find correlations between indicators driving Natixis Equity's intrinsic value. More Info.Natixis Equity Opportunities is number one fund in price to earning among similar funds. It is number one fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Natixis Equity Opportunities is roughly 7.39 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Natixis Equity by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Natixis Equity's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Natixis Equity's earnings, one of the primary drivers of an investment's value.Natixis Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Natixis Equity's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Natixis Equity could also be used in its relative valuation, which is a method of valuing Natixis Equity by comparing valuation metrics of similar companies.Natixis Equity is currently under evaluation in price to earning among similar funds.
Fund Asset Allocation for Natixis Equity
The fund consists of 98.06% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Natixis Equity's 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.
Natixis Fundamentals
| Price To Earning | 19.44 X | ||||
| Price To Book | 2.63 X | ||||
| Price To Sales | 2.40 X | ||||
| Total Asset | 577.16 M | ||||
| Annual Yield | 0.0008 % | ||||
| Year To Date Return | 5.49 % | ||||
| One Year Return | 27.82 % | ||||
| Three Year Return | 7.21 % | ||||
| Five Year Return | 13.46 % | ||||
| Ten Year Return | 14.09 % | ||||
| Net Asset | 867.78 M | ||||
| Cash Position Weight | 1.94 % | ||||
| Equity Positions Weight | 98.06 % |
About Natixis Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Natixis Equity Opportunities's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Natixis Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Natixis Equity Opportunities 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 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.
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Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Natixis Equity Opportunities. 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 state. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..