Loomis Sayles Smallmid Fund Quote
| LSMNX Fund | USD 14.59 0.09 0.61% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Loomis Sayles is trading at 14.59 as of the 28th of November 2024; that is 0.61% down since the beginning of the trading day. The fund's open price was 14.68. Loomis Sayles has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Loomis Sayles Smallmid are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund will invest at least 80 percent of its net assets in the equity securities of smallmid-cap companies, including preferred stocks, warrants and securities convertible into common or preferred stocks. The adviser defines a smallmid-cap company to be one whose market capitalization falls within the capitalization range of the Russell 2500 Index, an index that tracks some or all of the stocks of the 2,500 of the smallest U.S. More on Loomis Sayles Smallmid
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Loomis Mutual Fund Highlights
| Fund Concentration | Loomis Sayles Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Loomis Sayles Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Loomis Sayles Smallmid [LSMNX] is traded in USA and was established 28th of November 2024. Loomis Sayles is listed under Loomis Sayles Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Loomis Sayles Funds family. This fund now has accumulated 33.76 M in assets with minimum initial investment of 1000 K. Loomis Sayles Smallmid is currently producing year-to-date (YTD) return of 25.39%, while the total return for the last 3 years was -1.05%.
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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 Smallmid 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 Smallmid Mutual Fund Constituents
| KNSL | Kinsale Capital Group | Stock | Financials | |
| PODD | Insulet | Stock | Health Care | |
| LHCG | LHC Group | Stock | Health Care | |
| SITE | SiteOne Landscape Supply | Stock | Industrials | |
| GWRE | Guidewire Software | Stock | Information Technology | |
| AXON | Axon Enterprise | Stock | Industrials | |
| TRU | TransUnion | Stock | Industrials | |
| BAH | Booz Allen Hamilton | Stock | Information Technology |
Loomis Sayles Smallmid Risk Profiles
| Mean Deviation | 0.7399 | |||
| Semi Deviation | 0.8518 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.11 |
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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