Loomis Sayles Strategic Fund Quote
| LABAX Fund | USD 9.73 0.01 0.10% |
Performance22 of 100
| Odds Of DistressLess than 15
|
Loomis Sayles is trading at 9.73 as of the 30th of November 2024; that is 0.10% up since the beginning of the trading day. The fund's open price was 9.72. Loomis Sayles has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Loomis Sayles Strategic are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund may invest up to 100 percent of its total assets in below investment grade fixed-income securities and derivatives that have returns related to the returns on below investment grade fixed-income securities. It also may invest up to 50 percent of its total assets in investments denominated in non-U.S. More on Loomis Sayles Strategic
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Loomis Mutual Fund Highlights
| Fund Concentration | Natixis Funds, Large Value Funds, Nontraditional Bond Funds, Nontraditional Bond, Natixis Funds, Large Value, Nontraditional Bond (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Loomis Sayles Strategic [LABAX] is traded in USA and was established 30th of November 2024. Loomis Sayles is listed under Natixis Funds category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Natixis Funds family. This fund now has accumulated 742.21 M in assets with no minimum investment requirementsLoomis Sayles Strategic is currently producing year-to-date (YTD) return of 7.93% with the current yeild of 0.06%, while the total return for the last 3 years was 2.26%.
Check Loomis Sayles Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Loomis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Loomis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Loomis Sayles Strategic Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Loomis Sayles Strategic Risk Profiles
| Mean Deviation | 0.0906 | |||
| Standard Deviation | 0.115 | |||
| Variance | 0.0132 | |||
| Downside Variance | 0.0206 |
Loomis Sayles Against Markets
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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