Loomis Sayles High Fund Quote

NEFHX Fund  USD 3.67  0.01  0.27%   

Performance

19 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 16

 
High
 
Low
Low
Loomis Sayles is trading at 3.67 as of the 12th of December 2024; that is 0.27% up since the beginning of the trading day. The fund's open price was 3.66. Loomis Sayles has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 12th of November 2024 and ending today, the 12th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in below investment grade fixed-income securities. It may invest up to 30 percent of its assets in U.S. dollar-denominated foreign fixed-income securities, including those in emerging markets. More on Loomis Sayles High

Moving together with Loomis Mutual Fund

  0.91NOANX Natixis OakmarkPairCorr
  0.93GCPAX Gateway Equity CallPairCorr

Moving against Loomis Mutual Fund

  0.69LGBCX Loomis Sayles InvestmentPairCorr
  0.6LGBNX Loomis Sayles InvestmentPairCorr
  0.59LGANX Loomis Sayles LimitedPairCorr
  0.47AMFAX Asg Managed FuturesPairCorr
  0.47AMFNX Asg Managed FuturesPairCorr
  0.44NOICX Natixis Oakmark IntePairCorr

Loomis Mutual Fund Highlights

Fund ConcentrationNatixis Funds, Large Funds, High Yield Bond Funds, High Yield Bond, Natixis Funds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Loomis Sayles High [NEFHX] is traded in USA and was established 12th of December 2024. Loomis Sayles is listed under Natixis Funds category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Natixis Funds family. This fund now has accumulated 45.52 M in assets with no minimum investment requirementsLoomis Sayles High is currently producing year-to-date (YTD) return of 9.91% with the current yeild of 0.07%, while the total return for the last 3 years was 1.63%.
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 High 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 High Mutual Fund Constituents

HYGiShares iBoxx HighEtfHigh Yield Bond
More Details

Loomis Sayles High Risk Profiles

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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