Loomis Mutual Fund Quote

NERNX -  USA Fund  

USD 13.64  0.04  0.29%

Market Performance
0 of 100
Odds Of Distress
Less than 1
Loomis Sayles is trading at 13.64 as of the 5th of December 2021; that is 0.29 percent up since the beginning of the trading day. The fund's open price was 13.6. Loomis Sayles has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Loomis Sayles Core are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of September 2021 and ending today, the 5th of December 2021. Click here to learn more.
The investment seeks high total investment return through a combination of current income and capital appreciation. Loomis Sayles is traded on NASDAQ Exchange in the United States.. More on Loomis Sayles Core

Loomis Sayles Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Loomis Sayles' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Loomis Sayles or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Loomis Sayles Core generated a negative expected return over the last 90 days
Loomis Sayles Core is unlikely to experience financial distress in the next 2 years
The fund maintains about 12.87% of its assets in cash
Legal NameLoomis Sayles Core
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Loomis Sayles' available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Beta In Three Year1.02
Startdate31st of December 1996
Loomis Sayles Core [NERNX] is traded in USA and was established 5th of December 2021. The fund is listed under Intermediate Core-Plus Bond category and is part of Natixis Funds family. Loomis Sayles Core now has accumulated 8.86 B in assets with minimum initial investment of 1000 K. , while the total return for the last 3 years was 5.35%.
Check Loomis Sayles Probability Of Bankruptcy

Instrument Allocation

Loomis Sayles Target Price Odds Analysis

What are Loomis Sayles' target price odds to finish over the current price? Based on a normal probability distribution, the odds of Loomis Sayles jumping above the current price in 90 days from now is about 76.41%. The Loomis Sayles Core probability density function shows the probability of Loomis Sayles mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Loomis Sayles Core has a beta of -0.029. This indicates as returns on benchmark increase, returns on holding Loomis Sayles are expected to decrease at a much lower rate. During the bear market, however, Loomis Sayles Core is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Loomis Sayles Core is significantly underperforming DOW.
 Odds Down 13.64HorizonTargetOdds Up 13.64 
22.51%90 days
 13.64 
76.41%
Based on a normal probability distribution, the odds of Loomis Sayles to move above the current price in 90 days from now is about 76.41 (This Loomis Sayles Core probability density function shows the probability of Loomis Mutual Fund to fall within a particular range of prices over 90 days) .

Loomis Sayles Core Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Loomis Sayles market risk premium is the additional return an investor will receive from holding Loomis Sayles long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Loomis Sayles. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Loomis Sayles' alpha and beta are two of the key measurements used to evaluate Loomis Sayles' performance over the market, the standard measures of volatility play an important role as well.

Loomis Sayles Against Markets

Picking the right benchmark for Loomis Sayles mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Loomis Sayles mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Loomis Sayles is critical whether you are bullish or bearish towards Loomis Sayles Core at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Loomis Sayles 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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Additionally, see Stocks Correlation. Note that the Loomis Sayles Core information on this page should be used as a complementary analysis to other Loomis Sayles' 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 Commodity Channel Index module to use Commodity Channel Index to analyze current equity momentum.

Complementary Tools for Loomis Mutual Fund analysis

When running Loomis Sayles Core 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 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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Please note, there is a significant difference between Loomis Sayles' value and its price as these two are different measures arrived at by different means. Investors typically determine Loomis Sayles value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Loomis Sayles' 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.