Loomis Sayles Small Fund Analysis

LSSIX Fund  USD 29.84  0.17  0.57%   
Below is the normalized historical share price chart for Loomis Sayles Small extending back to December 16, 1998. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Loomis Sayles stands at 29.84, as last reported on the 17th of February 2026, with the highest price reaching 29.84 and the lowest price hitting 29.84 during the day.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
Loomis Sayles' financial leverage is the degree to which the firm utilizes its fixed-income securities and uses equity to finance projects. Companies with high leverage are usually considered to be at financial risk. Loomis Sayles' financial risk is the risk to Loomis Sayles stockholders that is caused by an increase in debt. In other words, with a high degree of financial leverage come high-interest payments, which usually reduce Earnings Per Share (EPS).
Given that Loomis Sayles' debt-to-equity ratio measures a Mutual Fund's obligations relative to the value of its net assets, it is usually used by traders to estimate the extent to which Loomis Sayles is acquiring new debt as a mechanism of leveraging its assets. A high debt-to-equity ratio is generally associated with increased risk, implying that it has been aggressive in financing its growth with debt. Another way to look at debt-to-equity ratios is to compare the overall debt load of Loomis Sayles to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, Loomis Sayles is said to be less leveraged. If creditors hold a majority of Loomis Sayles' assets, the Mutual Fund is said to be highly leveraged.
Loomis Sayles Small is fairly valued with Real Value of 29.51 and Hype Value of 29.84. The main objective of Loomis Sayles fund analysis is to determine its intrinsic value, which is an estimate of what Loomis Sayles Small is worth, separate from its market price. There are two main types of Loomis Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Loomis Sayles Small. On the other hand, technical analysis, focuses on the price and volume data of Loomis Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Loomis Sayles mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
  
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Loomis Sayles Small. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

Loomis Mutual Fund Analysis Notes

The fund generated returns of 1.0% over the last ten years. Loomis Sayles Small maintains 96.94% of assets in stocks. Large To find out more about Loomis Sayles Small contact the company at 800-633-3330.

Loomis Sayles Small Investment Alerts

The fund maintains 96.94% of its assets in stocks

Top Loomis Sayles Small Mutual Fund Constituents

Loomis Sayles Outstanding Bonds

Loomis Sayles issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Loomis Sayles Small uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Loomis bonds can be classified according to their maturity, which is the date when Loomis Sayles Small has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Loomis Sayles Predictive Daily Indicators

Loomis Sayles intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Loomis Sayles mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Loomis Sayles Forecast Models

Loomis Sayles' time-series forecasting models are one of many Loomis Sayles' mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Loomis Sayles' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Loomis Sayles Assets Financed by Debt

Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Loomis Sayles' operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Loomis Sayles, which in turn will lower the firm's financial flexibility.

Loomis Sayles Corporate Bonds Issued

About Loomis Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Loomis Sayles prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Loomis shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Loomis Sayles. By using and applying Loomis Mutual Fund analysis, traders can create a robust methodology for identifying Loomis entry and exit points for their positions.
The fund normally will invest at least 80 percent of its net assets in the equity securities of small-cap companies, including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in an entity. Currently, the manager defines a small-cap company to be one whose market capitalization falls within the capitalization range of the Russell 2000 Index, an index that tracks stocks of 2,000 of the smallest U.S. companies.

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As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Loomis Sayles to your portfolios without increasing risk or reducing expected return.

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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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