Loomis Sayles Senior Fund Minimum Initial Investment
| LSFYX Fund | USD 8.20 0.02 0.24% |
Loomis Sayles Senior 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.
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Loomis Sayles Senior Mutual Fund Minimum Initial Investment Analysis
Loomis Sayles' Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Loomis Sayles Minimum Initial Investment | 100 K |
Most of Loomis Sayles' fundamental indicators, such as Minimum Initial Investment, 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 Senior is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
| Competition |
Based on the recorded statements, Loomis Sayles Senior has a Minimum Initial Investment of 100 K. This is much higher than that of the Natixis Funds family and significantly higher than that of the Bank Loan category. The minimum initial investment for all United States funds is notably lower than that of the firm.
Loomis Minimum Initial Investment 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 Minimum Initial Investment 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 minimum initial investment among similar funds.
Fund Asset Allocation for Loomis Sayles
The fund consists of 92.03% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.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
| Total Asset | 729.4 M | ||||
| Annual Yield | 0.09 % | ||||
| Year To Date Return | 8.62 % | ||||
| One Year Return | 9.29 % | ||||
| Three Year Return | 5.25 % | ||||
| Five Year Return | 4.48 % | ||||
| Net Asset | 937.04 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 7.30 % | ||||
| Equity Positions Weight | 0.46 % | ||||
| Bond Positions Weight | 92.03 % |
About Loomis Sayles Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Loomis Sayles Senior'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 Senior 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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Loomis Mutual Fund
Loomis Sayles financial ratios help investors to determine whether Loomis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Loomis with respect to the benefits of owning Loomis Sayles security.
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