Loomis Sayles Investment Fund Quote

LSIIX Fund  USD 9.93  0.04  0.40%   

Performance

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Odds Of Distress

Less than 22

 
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Loomis Sayles is trading at 9.93 as of the 29th of November 2024; that is 0.40% up since the beginning of the trading day. The fund's open price was 9.89. 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 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in investment grade fixed-income securities. It may invest up to 15 percent of its assets in below investment grade fixed-income securities . The fund may invest in fixed-income securities of any maturity. More on Loomis Sayles Investment

Moving together with Loomis Mutual Fund

  0.8AMFAX Asg Managed FuturesPairCorr
  0.83AMFNX Asg Managed FuturesPairCorr

Moving against Loomis Mutual Fund

  0.79NOANX Natixis OakmarkPairCorr
  0.76GCPAX Gateway Equity CallPairCorr
  0.76GCPCX Gateway Equity CallPairCorr
  0.76GCPNX Gateway Equity CallPairCorr
  0.76GCPYX Gateway Equity CallPairCorr
  0.75LGRCX Loomis Sayles GrowthPairCorr

Loomis Mutual Fund Highlights

Fund ConcentrationNatixis Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Natixis Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Loomis Sayles Investment [LSIIX] is traded in USA and was established 29th of November 2024. Loomis Sayles is listed under Natixis Funds category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Natixis Funds family. This fund now has accumulated 8.51 B in assets with no minimum investment requirementsLoomis Sayles Investment is currently producing year-to-date (YTD) return of 3.01% with the current yeild of 0.01%, while the total return for the last 3 years was -0.54%.
Check Loomis Sayles Probability Of Bankruptcy

Instrument Allocation

Loomis Sayles Top Holders

SWDRXSchwab Target 2030Mutual FundTarget-Date 2030
SWHRXSchwab Target 2025Mutual FundTarget-Date 2025
More Details

Loomis Sayles Investment Risk Profiles

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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