Natixis Equity Opportunities Fund One Year Return
| NESYX Fund | USD 51.77 0.08 0.15% |
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 One Year Return Analysis
Natixis Equity's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Natixis Equity One Year Return | 28.72 % |
Most of Natixis Equity's fundamental indicators, such as One Year 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, Natixis Equity Opportunities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Natixis Equity Opportunities has an One Year Return of 28.7201%. This is much higher than that of the Natixis Funds family and significantly higher than that of the Large Blend category. The one year return for all United States funds is notably lower than that of the firm.
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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 | 259.97 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 5.66 % | ||||
| One Year Return | 28.72 % | ||||
| Three Year Return | 8.21 % | ||||
| Five Year Return | 13.73 % | ||||
| Ten Year Return | 14.38 % | ||||
| 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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Natixis Equity in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Natixis Equity's short interest history, or implied volatility extrapolated from Natixis Equity options trading.
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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 manufacturing. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.