Loomis Sayles is trading at 27.47 as of the 21st of March 2025; that is 0.18% down since the beginning of the trading day. The fund's open price was 27.52. 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. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal market conditions, the fund will invest primarily in equity securities, including common stocks, convertible securities and warrants. It focuses on stocks of large capitalization companies, but the fund may invest in companies of any size. More on Loomis Sayles Growth
Loomis Sayles Growth [LSGRX] is traded in USA and was established 21st of March 2025. Loomis Sayles is listed under Natixis Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Natixis Funds family. This fund now has accumulated 11.41 B in assets with no minimum investment requirementsLoomis Sayles Growth is currently producing year-to-date (YTD) return of 1.76%, while the total return for the last 3 years was 17.9%.
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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 Growth 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.
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.