Loomis Sayles Bond Fund Quote
| LSBRX Fund | USD 11.88 0.07 0.59% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Loomis Sayles is trading at 11.88 as of the 25th of November 2024; that is 0.59 percent up since the beginning of the trading day. The fund's open price was 11.81. Loomis Sayles has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Loomis Sayles Bond are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in fixed-income securities. It will normally invest at least 55 percent of its net assets in investment-grade fixed-income securities. The fund may also invest up to 35 percent of its assets in below investment-grade fixed-income securities and up to 20 percent of its assets in equity securities, such as common stocks and preferred stocks.. More on Loomis Sayles Bond
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Loomis Mutual Fund Highlights
| Fund Concentration | Loomis Sayles Funds, Large Funds, Multisector Bond Funds, Multisector Bond, Loomis Sayles Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | September |
Loomis Sayles Bond [LSBRX] is traded in USA and was established 25th of November 2024. Loomis Sayles is listed under Loomis Sayles Funds category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Loomis Sayles Funds family. This fund now has accumulated 4.83 B in assets with no minimum investment requirementsLoomis Sayles Bond is currently producing year-to-date (YTD) return of 6.39% with the current yeild of 0.05%, while the total return for the last 3 years was 0.17%.
Check Loomis Sayles 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 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 Bond 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 Bond Mutual Fund Constituents
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| F | Ford Motor | Stock | Consumer Discretionary | |
| T | ATT Inc | Stock | Communication Services | |
| TMUS | T Mobile | Stock | Communication Services |
Loomis Sayles Bond Risk Profiles
| Mean Deviation | 0.1586 | |||
| Semi Deviation | 0.0542 | |||
| Standard Deviation | 0.2094 | |||
| Variance | 0.0439 |
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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