Great-west Loomis Five Year Return vs. Equity Positions Weight
| MXLSX Fund | USD 41.78 0.11 0.26% |
For Great-west Loomis profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Great-west Loomis to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Great West Loomis Sayles utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Great-west Loomis's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Great West Loomis Sayles over time as well as its relative position and ranking within its peers.
Great-west |
Great West Loomis Equity Positions Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Great-west Loomis's current stock value. Our valuation model uses many indicators to compare Great-west Loomis value to that of its competitors to determine the firm's financial worth. Great West Loomis Sayles is number one fund in five year return among similar funds. It also is number one fund in equity positions weight among similar funds making about 8.50 of Equity Positions Weight per Five Year Return. 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 Great-west Loomis' earnings, one of the primary drivers of an investment's value.Great-west Equity Positions Weight vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Great-west Loomis |
| = | 11.55 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Great-west Loomis |
| = | 98.17 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Great-west Equity Positions Weight Comparison
Great West is currently under evaluation in equity positions weight among similar funds.
Great-west Loomis Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Great-west Loomis, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Great-west Loomis will eventually generate negative long term returns. The profitability progress is the general direction of Great-west Loomis' change in net profit over the period of time. It can combine multiple indicators of Great-west Loomis, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund will, under normal circumstances, invest at least 80 percent of its net assets in equity securities of small capitalization companies. For purposes of the 80 percent policy, the manager considers small cap companies to be those whose market capitalization falls within the range of the Russell 2000 Value Index at the time of initial purchase.
Great-west Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Great-west Loomis. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Great-west Loomis position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Great-west Loomis' important profitability drivers and their relationship over time.
Use Great-west Loomis in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Great-west Loomis position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Great-west Loomis will appreciate offsetting losses from the drop in the long position's value.Great-west Loomis Pair Trading
Great West Loomis Sayles Pair Trading Analysis
The ability to find closely correlated positions to Great-west Loomis could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Great-west Loomis when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Great-west Loomis - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Great West Loomis Sayles to buy it.
The correlation of Great-west Loomis is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Great-west Loomis moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Great West Loomis moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Great-west Loomis can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Great-west Loomis position
In addition to having Great-west Loomis 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?
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Other Information on Investing in Great-west Mutual Fund
To fully project Great-west Loomis' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Great West Loomis at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Great-west Loomis' income statement, its balance sheet, and the statement of cash flows.
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