Loomis Sayles is trading at 26.88 as of the 17th of March 2025; that is 1.97% increase since the beginning of the trading day. The fund's open price was 26.36. Loomis Sayles has about a 21 % 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 17th of December 2024 and ending today, the 17th of March 2025. 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
Loomis Sayles Small [LSSNX] is traded in USA and was established 17th of March 2025. 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 1.58 B in assets with minimum initial investment of 1000 K. Loomis Sayles Small is currently producing year-to-date (YTD) return of 2.46%, while the total return for the last 3 years was 3.88%.
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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.
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.