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LSWWX
Mutual Fund ticker: NASDAQ
AS OF
Jun 12 closing price
Price
$25.58
Change
+$0.09 (+0.35%)
Net Assets
2.84B

LSWWX Loomis Sayles Global Allocation Y Forecast, Technical & Fundamental Analysis

The investment seeks high total investment return through a combination of capital appreciation and current income... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Mastercard (NYSE:MA), Salesforce (NYSE:CRM).

Industry description

The investment seeks high total investment return through a combination of capital appreciation and current income. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in equity and fixed-income securities of U.S. and foreign issuers. Equity securities purchased by the fund may include common stocks, preferred stocks, depositary receipts, warrants, securities convertible into common or preferred stocks, interests in real estate investment trusts ("REITs") and/or real estate-related securities and other equity-like interests in an issuer.

Market Cap

The average market capitalization across the Loomis Sayles Global Allocation Y MF is 1.15T. The market cap for tickers in the group ranges from 136.78B to 3.54T. NVDA holds the highest valuation in this group at 3.54T. The lowest valued company is SPGI at 136.78B.

Volume

The average weekly volume growth across all stocks in the Loomis Sayles Global Allocation Y MF was -33%. For the same stocks of the MF, the average monthly volume growth was -49% and the average quarterly volume growth was -24%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 72
P/E Growth Rating: 71
Price Growth Rating: 42
SMR Rating: 35
Profit Risk Rating: 29
Seasonality Score: 30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Global Moderate Allocation
Address
399 Boylston Street12th FloorBoston
Phone
N/A
Web
www.loomissayles.com
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LSWWX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LSWWX has been closely correlated with RIRAX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if LSWWX jumps, then RIRAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LSWWX
1D Price
Change %
LSWWX100%
+0.35%
RIRAX - LSWWX
83%
Closely correlated
+0.53%
FAIFX - LSWWX
82%
Closely correlated
+0.49%
RIEBX - LSWWX
82%
Closely correlated
+0.50%
FFIFX - LSWWX
82%
Closely correlated
+0.49%
RIDHX - LSWWX
82%
Closely correlated
+0.46%
More