Loomis Sayles Fundamental Relationships

IE00B1Z6CX63 -- Ireland Fund  

EUR 16.01  0.20  1.23%

The Drivers Module shows relationships between Loomis Sayles's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Loomis Sayles Multisect Inc Fd H IA EUR over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Loomis Sayles Multisect Cash Position Weight vs. Three Year Return Fundamental Analysis

Loomis Sayles Multisect Inc Fd H IA EUR is currently considered the top fund in three year return among similar funds. It is currently considered the top fund in cash position weight among similar funds creating about  1.29  of Cash Position Weight per Three Year Return.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Loomis Sayles 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
8.53%
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Loomis Sayles 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
11.04%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Loomis Sayles Cash Position Weight Comparison

Loomis Sayles Fundamental Comparison

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