Loomis Sayles Senior Fund Quote
| LSFYX Fund | USD 8.20 0.02 0.24% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Loomis Sayles is trading at 8.20 as of the 21st of December 2024; that is 0.24% down since the beginning of the trading day. The fund's open price was 8.22. Loomis Sayles has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of June 2024 and ending today, the 21st of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in a combination of adjustable floating rate loans and other floating rate debt instruments issued by U.S. and non-U.S. corporations or other business entities and fixed-income securities, including derivatives that reference the returns of these instruments. More on Loomis Sayles Senior
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Loomis Mutual Fund Highlights
| Fund Concentration | Natixis Funds, Large Funds, Bank Loan Funds, Bank Loan, Natixis Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of April 2023 |
| Fiscal Year End | November |
Loomis Sayles Senior [LSFYX] is traded in USA and was established 21st of December 2024. Loomis Sayles is listed under Natixis Funds category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of Natixis Funds family. This fund now has accumulated 937.04 M in assets with minimum initial investment of 100 K. Loomis Sayles Senior is currently producing year-to-date (YTD) return of 8.62% with the current yeild of 0.09%, while the total return for the last 3 years was 5.25%.
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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 Senior 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 Senior Mutual Fund Constituents
| BKLN | Invesco Senior Loan | Etf | Bank Loan |
Loomis Sayles Top Holders
| CPMPX | Changing Parameters Fund | Mutual Fund | High Yield Bond | |
| FLOAX | Power Floating Rate | Mutual Fund | Nontraditional Bond | |
| FLOCX | Power Floating Rate | Mutual Fund | Nontraditional Bond | |
| FLOTX | Power Floating Rate | Mutual Fund | Nontraditional Bond | |
| LIONX | Issachar Fund Issachar | Mutual Fund | Tactical Allocation | |
| RWDIX | Redwood Managed Volatility | Mutual Fund | Nontraditional Bond | |
| RWDNX | Redwood Managed Volatility | Mutual Fund | Nontraditional Bond | |
| RWDYX | Redwood Managed Volatility | Mutual Fund | Nontraditional Bond |
Loomis Sayles Senior Risk Profiles
| Mean Deviation | 0.0717 | |||
| Standard Deviation | 0.1677 | |||
| Variance | 0.0281 | |||
| Risk Adjusted Performance | 0.0512 |
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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