Great West Loomis Sayles Fund Quote

MXUGX Fund  USD 8.26  0.02  0.24%   

Performance

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Weak
 
Strong

Odds Of Distress

Low

 
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Low
Great-west Loomis is trading at 8.26 as of the 26th of February 2025; that is 0.24 percent up since the beginning of the trading day. The fund's open price was 8.24. Great-west Loomis has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 8th of April 2023 and ending today, the 26th of February 2025. Click here to learn more.
The fund will,under normal circumstances, invest at least 80 percent of its net assets in fixed income securities. It may invest up to 65 percent of its total assets in securities of below investment grade securities . The fund may invest in securities of any maturity and of any duration.. More on Great West Loomis Sayles

Moving together with Great-west Mutual Fund

  0.83MXAGX Great West LifetimePairCorr
  0.86MXAKX Great West LifetimePairCorr
  0.84MXAHX Great West LifetimePairCorr
  0.72MXBQX Great West LifetimePairCorr
  0.72MXBOX Great West LifetimePairCorr

Great-west Mutual Fund Highlights

Fund ConcentrationGreat-West Funds, Large Funds, Multisector Bond Funds, Multisector Bond, Great-West Funds (View all Sectors)
Update Date31st of December 2024
Great West Loomis Sayles [MXUGX] is traded in USA and was established 26th of February 2025. Great-west Loomis is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Great-West Funds family. This fund now has accumulated 680.92 M in assets with no minimum investment requirementsGreat West Loomis is currently producing year-to-date (YTD) return of 1.6% with the current yeild of 0.07%, while the total return for the last 3 years was 2.22%.
Check Great-west Loomis Probability Of Bankruptcy

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 Great-west 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 Great-west 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 Great West Loomis Sayles 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 Great West Loomis Sayles Mutual Fund Constituents

HYGiShares iBoxx HighEtfHigh Yield Bond
BKLNInvesco Senior LoanEtfBank Loan
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Great-west Loomis Top Holders

MXELXGreat West Lifetime 2025Mutual FundTarget-Date 2025
MXJUXGreat West Moderately ServativeMutual FundAllocation--30% to 50% Equity
MXHPXGreat West Moderately ServativeMutual FundAllocation--30% to 50% Equity
MXIPXGreat West Servative ProfileMutual FundAllocation--15% to 30% Equity
MXDPXGreat West Moderately ServativeMutual FundAllocation--30% to 50% Equity
MXLZXGreat West Lifetime 2015Mutual FundTarget-Date 2015
MXKVXGreat West Servative ProfileMutual FundAllocation--15% to 30% Equity
MXAKXGreat West Lifetime 2020Mutual FundTarget-Date 2020
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Great West Loomis Risk Profiles

Great-west Loomis Against Markets

Other Information on Investing in Great-west Mutual Fund

Great-west Loomis financial ratios help investors to determine whether Great-west 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 Great-west with respect to the benefits of owning Great-west Loomis security.
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets