Loomis Mutual Fund Financials

NERNX -  USA Fund  

USD 13.58  0.04  0.30%

Understanding current and past Loomis Sayles Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Loomis Sayles' financial statements are interrelated, with each one affecting the others. For example, an increase in Loomis Sayles' assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Loomis Sayles' financials over time to get the whole picture.
You can employ fundamental analysis to find out if Loomis Sayles Core is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to interpolate twelve available fundamentals for Loomis Sayles, which can be compared to its peers in the industry. Please exercise Loomis Sayles Core number of employees and net asset to make a decision on whether Loomis Sayles Core is priced favorably. Use Loomis Sayles to enhance returns of your portfolios. The fund experiences a normal upward fluctuation. Check odds of Loomis Sayles to be traded at $14.26 in 90 days.

Loomis Fundamentals 

 
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With this module, you can analyze Loomis financials for your investing period. You should be able to track the changes in Loomis Sayles 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 1
Loomis Sayles Core has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Loomis Sayles 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 Loomis Sayles' official financial statements usually reflect Loomis Sayles' 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 Loomis Sayles Core. For example, before you start analyzing numbers published by Loomis accountants, it's critical to develop an understanding of what Loomis Sayles' 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 Loomis Sayles, 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. .

Loomis Sayles Company Summary

Loomis Sayles competes with Metropolitan West. The investment seeks high total investment return through a combination of current income and capital appreciation. Under normal market conditions, the fund will invest at least 80 percent of its net assets in bonds, which include debt securities of any maturity. In addition, it will invest at least 65 percent of its net assets in investment grade securities. The fund will generally seek to maintain an effective duration of - 2 years relative to the Bloomberg Barclays U.S. Aggregate Bond Index.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressNatixis Funds Trust
Mutual Fund FamilyNatixis Funds
Mutual Fund CategoryIntermediate Core-Plus Bond
BenchmarkDOW
Phone800 225 5478
CurrencyUSD - US Dollar
You should never invest in Loomis Sayles without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Loomis Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Loomis Sayles' financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Loomis Sayles Key Financial Ratios

Generally speaking, Loomis Sayles' financial ratios allow both analysts and investors to convert raw data from Loomis Sayles' financial statements into concise, actionable information that can be used to evaluate the performance of Loomis Sayles over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Loomis Sayles Core reports annually and quarterly.

Loomis Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Loomis Sayles's current stock value. Our valuation model uses many indicators to compare Loomis Sayles value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Loomis Sayles competition to find correlations between indicators driving Loomis Sayles's intrinsic value. More Info.
Loomis Sayles Core is number one fund in cash position weight among similar funds. It is number one fund in ten year return among similar funds reporting about  0.42  of Ten Year Return per Cash Position Weight. The ratio of Cash Position Weight to Ten Year Return for Loomis Sayles Core is roughly  2.39 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Loomis Sayles by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Loomis Sayles' 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 Loomis Sayles' earnings, one of the primary drivers of an investment's value.

Loomis Sayles Core Systematic Risk

Loomis Sayles' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Loomis Sayles 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Loomis Sayles Core correlated with the market. If Beta is less than 0 Loomis Sayles generally moves in the opposite direction as compared to the market. If Loomis Sayles Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Loomis Sayles Core is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Loomis Sayles is generally in the same direction as the market. If Beta > 1 Loomis Sayles 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 Loomis Sayles Financials

What exactly are Loomis Sayles 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 Loomis Sayles' income statement, its balance sheet, and the statement of cash flows. Potential Loomis Sayles investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Loomis Sayles investors may use each financial statement separately, they are all related. The changes in Loomis Sayles's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Loomis Sayles'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 Loomis Sayles 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 Loomis 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.
Loomis Sayles Core is regarded second largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Intermediate Core-Plus Bond category is currently estimated at about 98.6 Billion. Loomis Sayles holds roughly 8.86 Billion in net asset claiming about 9% of all funds under Intermediate Core-Plus Bond category.

Loomis Sayles November 29, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Loomis Sayles help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Loomis Sayles Core. We use our internally-developed statistical techniques to arrive at the intrinsic value of Loomis Sayles Core based on widely used predictive technical indicators. In general, we focus on analyzing Loomis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Loomis Sayles's daily price indicators and compare them against related drivers.
Information Ratio0.0021
Maximum Drawdown0.9493
Value At Risk(0.36)
Potential Upside0.2924
Additionally, see Stocks Correlation. Note that the Loomis Sayles Core information on this page should be used as a complementary analysis to other Loomis Sayles' 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 Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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When running Loomis Sayles Core price analysis, check to measure Loomis Sayles' 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 Loomis Sayles is operating at the current time. Most of Loomis Sayles' value examination focuses on studying past and present price action to predict the probability of Loomis Sayles' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Loomis Sayles' price. Additionally, you may evaluate how the addition of Loomis Sayles to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Loomis Sayles' value and its price as these two are different measures arrived at by different means. Investors typically determine Loomis Sayles value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Loomis Sayles' 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.