Loomis Sayles E Fund Buy Hold or Sell Recommendation
| NERNX Fund | USD 11.25 0.09 0.79% |
Assuming the 90 days horizon and complete risk avoidance on your part, our recommendation regarding Loomis Sayles E is 'Strong Sell'. Macroaxis provides Loomis Sayles buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding NERNX positions. The advice algorithm takes into account all of Loomis Sayles' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Loomis Sayles' buy or sell advice are summarized below:
Real Value 11.38 | Hype Value 11.34 | Market Value 11.25 | Naive Value 11.31 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Loomis Sayles E given historical horizon and risk tolerance towards Loomis Sayles. When Macroaxis issues a 'buy' or 'sell' recommendation for Loomis Sayles E, the advice is generated through an automated system that utilizes algorithms and statistical models.
Loomis |
Execute Loomis Sayles Buy or Sell Advice
The Loomis recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Loomis Sayles E. Macroaxis does not own or have any residual interests in Loomis Sayles E or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Loomis Sayles' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Loomis Sayles Trading Alerts and Improvement Suggestions
| Loomis Sayles E generated a negative expected return over the last 90 days | |
| The fund generated three year return of -3.0% | |
| Loomis Sayles E maintains about 5.74% of its assets in cash |
Loomis Sayles Returns Distribution Density
The distribution of Loomis Sayles' historical returns is an attempt to chart the uncertainty of Loomis Sayles' future price movements. The chart of the probability distribution of Loomis Sayles daily returns describes the distribution of returns around its average expected value. We use Loomis Sayles E price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Loomis Sayles returns is essential to provide solid investment advice for Loomis Sayles.
| Mean Return | -0.03 | Value At Risk | -0.79 | Potential Upside | 0.52 | Standard Deviation | 0.41 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Loomis Sayles historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Loomis Sayles Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Loomis Sayles or Natixis Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Loomis Sayles' price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Loomis fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.06 | |
β | Beta against NYSE Composite | 0.27 | |
σ | Overall volatility | 0.40 | |
Ir | Information ratio | -0.23 |
Loomis Sayles Volatility Alert
Loomis Sayles E exhibits very low volatility with skewness of -0.81 and kurtosis of 0.47. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Loomis Sayles' mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Loomis Sayles' mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Loomis Sayles Fundamentals Vs Peers
Comparing Loomis Sayles' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Loomis Sayles' direct or indirect competition across all of the common fundamentals between Loomis Sayles and the related equities. This way, we can detect undervalued stocks with similar characteristics as Loomis Sayles or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Loomis Sayles' fundamental indicators could also be used in its relative valuation, which is a method of valuing Loomis Sayles by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Loomis Sayles to competition |
| Fundamentals | Loomis Sayles | Peer Average |
| Annual Yield | 0 % | 0.29 % |
| Year To Date Return | 6.21 % | 0.39 % |
| One Year Return | (0.66) % | 4.15 % |
| Three Year Return | (2.78) % | 3.60 % |
| Five Year Return | 0.92 % | 3.24 % |
| Ten Year Return | 5.38 % | 1.79 % |
| Net Asset | 6.41 B | 4.11 B |
| Last Dividend Paid | 0.03 | 0.65 |
| Cash Position Weight | 5.74 % | 10.61 % |
| Bond Positions Weight | 17.74 % | 11.24 % |
Loomis Sayles Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Loomis . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 11.25 | |||
| Day Typical Price | 11.25 | |||
| Price Action Indicator | (0.04) | |||
| Period Momentum Indicator | (0.09) |
About Loomis Sayles Buy or Sell Advice
When is the right time to buy or sell Loomis Sayles E? Buying financial instruments such as Loomis Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Companies involved in production and distribution of domestic and international beer. The Beers theme has 43 constituents at this time.
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Check out Loomis Sayles Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.