Loomis Sayles Bond Fund Buy Hold or Sell Recommendation

LSBDX Fund  USD 11.59  0.03  0.26%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Loomis Sayles Bond is 'Not Rated'. Macroaxis provides Loomis Sayles buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding LSBDX positions. The advice algorithm takes into account all of Loomis Sayles' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Loomis Sayles' buy or sell advice are summarized below:
Real Value
0.0
Hype Value
0.0
Market Value
11.59
Naive Value
11.51
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Loomis Sayles Bond given historical horizon and risk tolerance towards Loomis Sayles. When Macroaxis issues a 'buy' or 'sell' recommendation for Loomis Sayles Bond, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Loomis Sayles Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Loomis and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Loomis Sayles Bond. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.

Execute Loomis Sayles Buy or Sell Advice

The Loomis recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Loomis Sayles Bond. Macroaxis does not own or have any residual interests in Loomis Sayles Bond or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Loomis Sayles' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Loomis SaylesBuy Loomis Sayles
Strong Sell

Market Performance

InsignificantDetails

Volatility

Out of controlDetails

Hype Condition

Under hypedDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Loomis Sayles Bond has a Mean Deviation of 0.2461, Semi Deviation of 0.3249, Standard Deviation of 0.3286, Variance of 0.108, Downside Variance of 0.1859 and Semi Variance of 0.1055
Our investment recommendation tool can cross-verify current analyst consensus on Loomis Sayles Bond and to analyze the entity potential to grow in the current economic cycle. Use Loomis Sayles Bond year to date return, net asset, as well as the relationship between the Net Asset and bond positions weight to ensure your buy or sell decision on Loomis Sayles Bond is adequate.

Loomis Sayles Trading Alerts and Improvement Suggestions

The fund generated three year return of 0.0%
Loomis Sayles Bond maintains about 80.14% of its assets in bonds

Loomis Sayles Returns Distribution Density

The distribution of Loomis Sayles' historical returns is an attempt to chart the uncertainty of Loomis Sayles' future price movements. The chart of the probability distribution of Loomis Sayles daily returns describes the distribution of returns around its average expected value. We use Loomis Sayles Bond price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Loomis Sayles returns is essential to provide solid investment advice for Loomis Sayles.
Mean Return
0.02
Value At Risk
-0.61
Potential Upside
0.44
Standard Deviation
0.33
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Loomis Sayles historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Loomis Sayles Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Loomis Sayles or Loomis Sayles Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Loomis Sayles' price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Loomis fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.01
β
Beta against NYSE Composite0
σ
Overall volatility
0.33
Ir
Information ratio -0.34

Loomis Sayles Volatility Alert

Loomis Sayles Bond exhibits very low volatility with skewness of -1.02 and kurtosis of 1.4. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Loomis Sayles' mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Loomis Sayles' mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Loomis Sayles Fundamentals Vs Peers

Comparing Loomis Sayles' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Loomis Sayles' direct or indirect competition across all of the common fundamentals between Loomis Sayles and the related equities. This way, we can detect undervalued stocks with similar characteristics as Loomis Sayles or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Loomis Sayles' fundamental indicators could also be used in its relative valuation, which is a method of valuing Loomis Sayles by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Loomis Sayles to competition
FundamentalsLoomis SaylesPeer Average
Price To Earning13.25 X6.53 X
Price To Book2.07 X0.74 X
Price To Sales0.90 X0.61 X
Annual Yield0.05 %0.29 %
Year To Date Return0.49 %0.39 %
One Year Return6.00 %4.15 %
Three Year Return(0.14) %3.60 %
Five Year Return1.25 %3.24 %
Ten Year Return4.73 %1.79 %
Net Asset4.83 B4.11 B
Minimum Initial Investment100 K976.16 K
Last Dividend Paid0.030.65
Cash Position Weight2.02 %10.61 %
Equity Positions Weight7.91 %63.90 %
Bond Positions Weight80.14 %11.24 %

Loomis Sayles Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Loomis . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Loomis Sayles Buy or Sell Advice

When is the right time to buy or sell Loomis Sayles Bond? Buying financial instruments such as Loomis Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Loomis Sayles in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Banking Thematic Idea Now

Banking
Banking Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Banking theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Banking Theme or any other thematic opportunities.
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Check out Loomis Sayles Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note that the Loomis Sayles Bond 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 the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

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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 if Loomis Sayles is a good investment 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.