Natixis Fundamentals

NSFDX -  USA Fund  

USD 10.16  0.02  0.20%

Natixis Sustainable Future fundamentals help investors to digest information that contributes to Natixis Sustainable'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 Sustainable'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 Sustainable 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 Sustainable'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 Sustainable One Year Return

    
  8.68 %  
Most of Natixis Sustainable'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 Sustainable Future 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 Sustainable One Year Return Component Assessment

Based on the recorded statements, Natixis Sustainable Future has an One Year Return of 8.68%. This is much higher than that of the Natixis Funds family and significantly higher than that of the Target-Date 2020 category. The one year return for all United States funds is notably lower than that of the firm.

Natixis Sustainable Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Natixis Sustainable's current stock value. Our valuation model uses many indicators to compare Natixis Sustainable value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Natixis Sustainable competition to find correlations between indicators driving Natixis Sustainable's intrinsic value. More Info.
Natixis Sustainable Future is regarded second largest fund in equity positions weight among similar funds. It is number one fund in one year return among similar funds reporting about  0.36  of One Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to One Year Return for Natixis Sustainable Future is roughly  2.79 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Natixis Sustainable by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Natixis Sustainable'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 Sustainable's earnings, one of the primary drivers of an investment's value.

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Fund Asset Allocation for Natixis Sustainable

The fund invests 24.19% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (43.74%) , cash (6.26%) and various exotic instruments.
 Value 
      Instrument Type 

Natixis Fundamentals

About Natixis Sustainable Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Natixis Sustainable Future's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Natixis Sustainable using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Natixis Sustainable Future 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.
The investment seeks the highest total return consistent with its current asset allocation. The advisor employs an asset allocation strategy designed for investors planning to retire within a few years of the target year designated in the funds name. The fund allocates its assets among investments in segments and underlying funds managed by the adviser or affiliated advisers and subadvisers that invest directly in securities. Its asset allocation will become more conservative over time by reducing its equity exposure and increasing its fixed-income exposure in accordance with a glide path until approximately 10 years following its target year.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Natixis Sustainable without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Natixis Sustainable 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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By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Additionally, see Natixis Sustainable Piotroski F Score and Natixis Sustainable Altman Z Score analysis. Note that the Natixis Sustainable information on this page should be used as a complementary analysis to other Natixis Sustainable'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 Transaction History module to view history of all your transactions and understand their impact on performance.

Complementary Tools for Natixis Mutual Fund analysis

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