Natixis Mutual Fund Financials

NEOYX -  USA Fund  

USD 32.79  0.05  0.15%

Understanding current and past Natixis Oakmark Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Natixis Oakmark's financial statements are interrelated, with each one affecting the others. For example, an increase in Natixis Oakmark's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Natixis Oakmark's financials over time to get the whole picture.
Use fundamental data analysis to check out all available financial ratios of Natixis Oakmark to find out if markets are presently mispricing the entity. We have analyzed and interpolated fourteen available fundamentals for Natixis Oakmark, which can be compared to its peers in the industry. Use Natixis Oakmark number of employees and the relationship between the three year return and net asset to make sure your decision on pricing Natixis Oakmark is adequate. Use Natixis Oakmark to enhance returns of your portfolios. The fund experiences a normal upward fluctuation. Check odds of Natixis Oakmark to be traded at $34.43 in 90 days.

Natixis Fundamentals 

 
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With this module, you can analyze Natixis financials for your investing period. You should be able to track the changes in Natixis Oakmark individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Chance Of Financial Distress
Less than 6
Natixis Oakmark has less than 6 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Natixis Oakmark mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Natixis Oakmark's official financial statements usually reflect Natixis Oakmark's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Natixis Oakmark. For example, before you start analyzing numbers published by Natixis accountants, it's critical to develop an understanding of what Natixis Oakmark's liquidity, profitability, and earnings quality are in the context of the Natixis Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Natixis Oakmark, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Natixis Oakmark Company Summary

Natixis Oakmark competes with Vanguard Index, American Mutual, American Mutual, American Mutual, and American Mutual. Under normal market conditions, the fund primarily invests in common stocks of U.S. companies. Natixis Oakmark is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressNatixis Funds Trust
Mutual Fund FamilyNatixis Funds
Mutual Fund CategoryLarge Value
BenchmarkDOW
Phone800 225 5478
CurrencyUSD - US Dollar

Natixis Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Natixis Oakmark's current stock value. Our valuation model uses many indicators to compare Natixis Oakmark value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Natixis Oakmark competition to find correlations between indicators driving Natixis Oakmark's intrinsic value. More Info.
Natixis Oakmark is regarded second largest fund in equity positions weight among similar funds. It is rated below average in five year return among similar funds reporting about  0.05  of Five Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Five Year Return for Natixis Oakmark is roughly  19.07 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Natixis Oakmark by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Natixis Oakmark'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 Oakmark's earnings, one of the primary drivers of an investment's value.

Natixis Oakmark Systematic Risk

Natixis Oakmark's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Natixis Oakmark volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-five with a total number of output elements of thirty-six. The Beta measures systematic risk based on how returns on Natixis Oakmark correlated with the market. If Beta is less than 0 Natixis Oakmark generally moves in the opposite direction as compared to the market. If Natixis Oakmark Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Natixis Oakmark is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Natixis Oakmark is generally in the same direction as the market. If Beta > 1 Natixis Oakmark moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About Natixis Oakmark Financials

What exactly are Natixis Oakmark Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Natixis Oakmark's income statement, its balance sheet, and the statement of cash flows. Potential Natixis Oakmark investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Natixis Oakmark investors may use each financial statement separately, they are all related. The changes in Natixis Oakmark's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Natixis Oakmark's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Natixis Oakmark is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Natixis grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Natixis Oakmark is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 609.02 Billion. Natixis Oakmark adds roughly 308.81 Million in net asset claiming only tiny portion of funds under Large Value category.

Natixis Oakmark December 8, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Natixis Oakmark help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Natixis Oakmark. We use our internally-developed statistical techniques to arrive at the intrinsic value of Natixis Oakmark based on widely used predictive technical indicators. In general, we focus on analyzing Natixis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Natixis Oakmark's daily price indicators and compare them against related drivers.
Information Ratio(0.030297)
Maximum Drawdown4.83
Value At Risk(1.75)
Potential Upside1.58
Additionally, see Stocks Correlation. Note that the Natixis Oakmark information on this page should be used as a complementary analysis to other Natixis Oakmark's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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When running Natixis Oakmark 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 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 Natixis Oakmark value 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.