Loomis Sayles Inflation Fund Quote
| LSGSX Fund | USD 9.50 0.01 0.11% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Loomis Sayles is trading at 9.50 as of the 23rd of January 2025; that is 0.11 percent down since the beginning of the trading day. The fund's open price was 9.51. 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. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 23rd of January 2025. Click here to learn more.
The fund will normally invest at least 80 percent of its net assets in inflation-protected securities. The emphasis will be on debt securities issued by the U.S. Treasury . The principal value of these securities is periodically adjusted according to the rate of inflation, and repayment of the original bond principal upon maturity is guaranteed by the U.S. More on Loomis Sayles Inflation
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Loomis Mutual Fund Highlights
| Fund Concentration | Loomis Sayles Funds, Large Funds, Inflation-Protected Bond Funds, Inflation-Protected Bond, Loomis Sayles Funds, Large, Inflation-Protected Bond (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Loomis Sayles Inflation [LSGSX] is traded in USA and was established 23rd of January 2025. Loomis Sayles is listed under Loomis Sayles Funds category by Fama And French industry classification. The fund is listed under Inflation-Protected Bond category and is part of Loomis Sayles Funds family. This fund now has accumulated 152.1 M in assets with minimum initial investment of 100 K. Loomis Sayles Inflation is currently producing year-to-date (YTD) return of 0.53% with the current yeild of 0.02%, while the total return for the last 3 years was -1.61%.
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Instrument Allocation
Loomis Sayles Inflation Risk Profiles
| Mean Deviation | 0.2115 | |||
| Standard Deviation | 0.2746 | |||
| Variance | 0.0754 | |||
| Risk Adjusted Performance | (0.11) |
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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