Loomis Sayles Small Fund Quote
| LSSIX Fund | USD 32.46 0.07 0.22% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Loomis Sayles is trading at 32.46 as of the 30th of November 2024; that is 0.22 percent up since the beginning of the trading day. The fund's open price was 32.39. Loomis Sayles has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Loomis Sayles Small 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 normally will invest at least 80 percent of its net assets in the equity securities of small-cap companies, including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in an entity. More on Loomis Sayles Small
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Loomis Mutual Fund Highlights
| Fund Concentration | Loomis Sayles Funds, Large Funds, Small Growth Funds, Small Growth, Loomis Sayles Funds, Large, Small Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Loomis Sayles Small [LSSIX] 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 Small Growth category and is part of Loomis Sayles Funds family. This fund now has accumulated 2.4 B in assets with no minimum investment requirementsLoomis Sayles Small is currently producing year-to-date (YTD) return of 24.72%, while the total return for the last 3 years was 1.6%.
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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 Small 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 Small Mutual Fund Constituents
| IBP | Installed Building Products | Stock | Consumer Discretionary | |
| MKSI | MKS Instruments | Stock | Information Technology | |
| TREX | Trex Company | Stock | Industrials | |
| INOV | Innovator ETFs Trust | Etf | Defined Outcome | |
| IPGP | IPG Photonics | Stock | Information Technology | |
| ENV | Envestnet | Stock | Information Technology | |
| HSC | Enviri | Stock | Industrials | |
| HALO | Halozyme Therapeutics | Stock | Health Care |
Loomis Sayles Small Risk Profiles
| Mean Deviation | 0.9195 | |||
| Semi Deviation | 1.0 | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.78 |
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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