Loomis Sayles Global Fund Quote
| LSWWX Fund | USD 25.66 0.29 1.14% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Loomis Sayles is trading at 25.66 as of the 31st of January 2025; that is 1.14% up since the beginning of the trading day. The fund's open price was 25.37. Loomis Sayles has about a 21 % 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 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in equity and fixed-income securities of U.S. and foreign issuers. Equity securities purchased by the fund may include common stocks, preferred stocks, depositary receipts, warrants, securities convertible into common or preferred stocks, interests in real estate investment trusts andor real estate-related securities and other equity-like interests in an issuer.. More on Loomis Sayles Global
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Loomis Mutual Fund Highlights
| Fund Concentration | Natixis Funds, Large Blend Funds, World Allocation Funds, World Allocation, Natixis Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Loomis Sayles Global [LSWWX] is traded in USA and was established 31st of January 2025. Loomis Sayles is listed under Natixis Funds category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Natixis Funds family. This fund now has accumulated 2.83 B in assets with minimum initial investment of 100 K. Loomis Sayles Global is currently producing year-to-date (YTD) return of 4.12% with the current yeild of 0.01%, while the total return for the last 3 years was 6.32%.
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 Global 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 Global Mutual Fund Constituents
| CMCSA | Comcast Corp | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| SPGI | SP Global | Stock | Financials | |
| SHW | Sherwin Williams Co | Stock | Materials | |
| ROP | Roper Technologies, | Stock | Industrials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods |
Loomis Sayles Top Holders
| GPMIX | Guidepath Multi Asset Income | Mutual Fund | Allocation--50% to 70% Equity |
Loomis Sayles Global Risk Profiles
| Mean Deviation | 0.5662 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.22 | |||
| Risk Adjusted Performance | (0.02) |
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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