Natixis Fundamentals

NEOYX -  USA Fund  

USD 30.13  0.08  0.27%

Natixis Oakmark fundamentals help investors to digest information that contributes to Natixis Oakmark's financial success or failures. It also enables traders to predict the movement of Natixis Mutual Fund. This fundamental analysis module provides a way for investors to measures Natixis Oakmark's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Natixis Oakmark mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Natixis Fundamentals 

 
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Natixis One Year Return Analysis

Natixis Oakmark'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.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current Natixis Oakmark One Year Return

    
  0.27 %  
Most of Natixis Oakmark'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 Oakmark 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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Natixis Oakmark One Year Return Component Assessment

Based on the recorded statements, Natixis Oakmark has an One Year Return of 0.27%. This is much higher than that of the Natixis Funds family and significantly higher than that of the Large Value category. The one year return for all United States funds is notably lower than that of the firm.

Natixis Oakmark Fundamental Drivers 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 number one fund in minimum initial investment among similar funds. It is regarded second largest fund in five year return among similar funds . The ratio of Minimum Initial Investment to Five Year Return for Natixis Oakmark is about  19,920 . 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.

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Fund Asset Allocation for Natixis Oakmark

The fund consists of 95.75% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Natixis Fundamentals

About Natixis Oakmark Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Natixis Oakmark's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Natixis Oakmark using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Natixis Oakmark 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 primarily invests in common stocks of U.S. companies. Natixis Oakmark is traded on NASDAQ Exchange in the United States.

Natixis Oakmark Investors Sentiment

The influence of Natixis Oakmark's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Natixis. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
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 Oakmark 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 Oakmark's short interest history, or implied volatility extrapolated from Natixis Oakmark options trading.

Current Sentiment - NEOYX

Natixis Oakmark Investor Sentiment

Macroaxis portfolio users are evenly split in their trading attitude regarding investing in Natixis Oakmark. What is your trading attitude regarding investing in Natixis Oakmark? Are you bullish or bearish?
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Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Natixis Oakmark using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Additionally, see Natixis Oakmark Piotroski F Score and Natixis Oakmark Altman Z Score analysis. 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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

Complementary Tools for Natixis Mutual Fund analysis

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.