Loomis Sayles Growth Fund Equity Positions Weight
LSGRX Fund | USD 17.10 0.35 0.63% |
Loomis Sayles Growth fundamentals help investors to digest information that contributes to Loomis Sayles' financial success or failures. It also enables traders to predict the movement of Loomis Mutual Fund. The fundamental analysis module provides a way to measure Loomis Sayles' 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 Loomis Sayles mutual fund.
Loomis |
Loomis Equity Positions Weight Analysis
Loomis Sayles' Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Loomis Sayles Equity Positions Weight | 99.28 % |
Most of Loomis Sayles' fundamental indicators, such as Equity Positions Weight, 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, Loomis Sayles Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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Loomis Sayles Equity Positions Weight Component Assessment
According to the company disclosure, Loomis Sayles Growth has an Equity Positions Weight of 99%. This is much higher than that of the Natixis Funds family and significantly higher than that of the Large Growth category. The equity positions weight for all United States funds is notably lower than that of the firm.
Loomis Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Loomis Sayles' direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Loomis Sayles could also be used in its relative valuation, which is a method of valuing Loomis Sayles by comparing valuation metrics of similar companies.Loomis Sayles is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Loomis Sayles
The fund invests 99.28% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.72%) .Asset allocation divides Loomis Sayles' 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.
Loomis Fundamentals
Price To Earning | 23.88 X | |||
Price To Book | 4.67 X | |||
Price To Sales | 3.54 X | |||
Total Asset | 9.69 B | |||
Year To Date Return | 12.61 % | |||
One Year Return | 46.34 % | |||
Three Year Return | 12.63 % | |||
Five Year Return | 17.16 % | |||
Ten Year Return | 16.34 % | |||
Net Asset | 11.41 B | |||
Cash Position Weight | 0.72 % | |||
Equity Positions Weight | 99.28 % |
About Loomis Sayles Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Loomis Sayles Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Loomis Sayles using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Loomis Sayles Growth 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 market conditions, the fund will invest primarily in equity securities, including common stocks, convertible securities and warrants. Loomis Sayles is traded on NASDAQ Exchange in the United States.
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Try AI Portfolio ArchitectCheck out Loomis Sayles Piotroski F Score and Loomis Sayles Altman Z Score analysis. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Complementary Tools for Loomis Mutual Fund analysis
When running Loomis Sayles' 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 the 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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