Loomis Sayles Strategic Fund Quote
| NEZAX Fund | USD 12.17 0.02 0.16% |
PerformanceGood
| Odds Of DistressLow
|
Loomis Sayles is trading at 12.17 as of the 22nd of March 2025; that is 0.16 percent down since the beginning of the trading day. The fund's open price was 12.19. Loomis Sayles has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund will invest substantially all of its assets in income producing securities with a focus on U.S. corporate bonds, convertible securities, foreign debt instruments, including those in emerging markets and related foreign currency transactions, and U.S. More on Loomis Sayles Strategic
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Loomis Mutual Fund Highlights
| Fund Concentration | Natixis Funds, Large Value Funds, Multisector Bond Funds, Multisector Bond, Natixis Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Loomis Sayles Strategic [NEZAX] is traded in USA and was established 22nd of March 2025. Loomis Sayles is listed under Natixis Funds category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Natixis Funds family. This fund now has accumulated 8.57 B in assets with no minimum investment requirementsLoomis Sayles Strategic is currently producing year-to-date (YTD) return of 1.77% with the current yeild of 0.05%, while the total return for the last 3 years was 3.17%.
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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 Strategic 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 Strategic Mutual Fund Constituents
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| T | ATT Inc | Stock | Communication Services |
Loomis Sayles Strategic Risk Profiles
| Mean Deviation | 0.1829 | |||
| Semi Deviation | 0.199 | |||
| Standard Deviation | 0.2488 | |||
| Variance | 0.0619 |
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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