Loomis Sayles Investment Fund Quote
| LSIGX Fund | USD 10.47 0.04 0.38% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Loomis Sayles is trading at 10.47 as of the 30th of November 2024; that is 0.38 percent up since the beginning of the trading day. The fund's open price was 10.43. Loomis Sayles has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Loomis Sayles Investment 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in investment-grade fixed-income securities. It may invest up to 10 percent of its assets in below investment-grade fixed-income securities and up to 10 percent of its assets in equity securities .. More on Loomis Sayles Investment
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Loomis Mutual Fund Highlights
| Fund Concentration | Loomis Sayles Funds, Large Value Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Loomis Sayles Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Loomis Sayles Investment [LSIGX] is traded in USA and was established 30th of November 2024. Loomis Sayles is listed under Loomis Sayles Funds category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Loomis Sayles Funds family. This fund now has accumulated 272.72 M in assets with minimum initial investment of 3 M. Loomis Sayles Investment is currently producing year-to-date (YTD) return of 4.35% with the current yeild of 0.05%, while the total return for the last 3 years was -0.03%.
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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 Investment 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.
Top Loomis Sayles Investment Mutual Fund Constituents
| GLW | Corning Incorporated | Stock | Information Technology |
Loomis Sayles Investment Risk Profiles
| Mean Deviation | 0.2261 | |||
| Standard Deviation | 0.3069 | |||
| Variance | 0.0942 | |||
| Risk Adjusted Performance | (0.03) |
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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