Loomis Sayles Bond Fund Quote
| LSBDX Fund | USD 11.29 0.04 0.36% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Loomis Sayles is trading at 11.29 as of the 17th of April 2024; that is 0.36 percent up since the beginning of the trading day. The fund's open price was 11.25. 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. Equity ratings for Loomis Sayles Bond are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 18th of March 2024 and ending today, the 17th of April 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in fixed-income securities. It will normally invest at least 55 percent of its net assets in investment-grade fixed-income securities. The fund may also invest up to 35 percent of its assets in below investment-grade fixed-income securities and up to 20 percent of its assets in equity securities, such as common stocks and preferred stocks.. More on Loomis Sayles Bond
Moving together with Loomis Mutual Fund
| 0.67 | LIPNX | Loomis Sayles Inflation | PairCorr |
| 1.0 | LSBNX | Loomis Sayles Bond | PairCorr |
| 1.0 | LSBRX | Loomis Sayles Bond | PairCorr |
| 0.92 | PONAX | Pimco Me Fund | PairCorr |
Loomis Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Loomis Sayles' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Loomis Sayles or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Loomis Sayles Funds, Large Value Funds, Multisector Bond Funds, Multisector Bond, Loomis Sayles Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | September |
Loomis Sayles Bond [LSBDX] is traded in USA and was established 17th of April 2024. Loomis Sayles is listed under Loomis Sayles Funds category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Loomis Sayles Funds family. This fund now has accumulated 4.83 B in assets with minimum initial investment of 100 K. Loomis Sayles Bond is currently producing year-to-date (YTD) return of 0.25% with the current yeild of 0.05%, while the total return for the last 3 years was -0.96%.
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 Bond 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 Bond Mutual Fund Constituents
| BMY | Bristol Myers Squibb | Stock | Health Care |
| F | Ford Motor | Stock | Consumer Discretionary |
| T | ATT Inc | Stock | Communication Services |
Loomis Sayles Target Price Odds Analysis
Based on a normal probability distribution, the odds of Loomis Sayles jumping above the current price in 90 days from now is about 97.0%. The Loomis Sayles Bond probability density function shows the probability of Loomis Sayles mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Loomis Sayles has a beta of 0.3208. This indicates as returns on the market go up, Loomis Sayles average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Loomis Sayles Bond will be expected to be much smaller as well. Additionally, loomis Sayles Bond has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Loomis Sayles to move above the current price in 90 days from now is about 97.0 (This Loomis Sayles Bond probability density function shows the probability of Loomis Mutual Fund to fall within a particular range of prices over 90 days) .
Loomis Sayles Top Holders
| MXGPX | Great West Moderate Profile | Mutual Fund | Allocation--50% to 70% Equity |
| MXFLX | Great West Lifetime 2025 | Mutual Fund | Target-Date 2025 |
| MXELX | Great West Lifetime 2025 | Mutual Fund | Target-Date 2025 |
| MXDPX | Great West Moderately Servative | Mutual Fund | Allocation--30% to 50% Equity |
| MXCPX | Great West Servative Profile | Mutual Fund | Allocation--15% to 30% Equity |
| MXIPX | Great West Servative Profile | Mutual Fund | Allocation--15% to 30% Equity |
| MXMPX | Great West Moderate Profile | Mutual Fund | Allocation--50% to 70% Equity |
Loomis Sayles Bond Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Loomis Sayles market risk premium is the additional return an investor will receive from holding Loomis Sayles long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Loomis Sayles. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Loomis Sayles' alpha and beta are two of the key measurements used to evaluate Loomis Sayles' performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.2761 | |||
| Standard Deviation | 0.3634 | |||
| Variance | 0.1321 | |||
| Risk Adjusted Performance | (0.05) |
Loomis Sayles Against Markets
Picking the right benchmark for Loomis Sayles mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Loomis Sayles mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Loomis Sayles is critical whether you are bullish or bearish towards Loomis Sayles Bond at a given time. Please also check how Loomis Sayles' historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Loomis Sayles without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Loomis Mutual Fund?
Before investing in Loomis Sayles, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Loomis Sayles. To buy Loomis Sayles fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Loomis Sayles. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Loomis Sayles fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Loomis Sayles Bond fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Loomis Sayles Bond fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Loomis Sayles Bond, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Loomis Sayles Bond?
The danger of trading Loomis Sayles Bond is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Loomis Sayles is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Loomis Sayles. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Loomis Sayles Bond is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Loomis Sayles Bond. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the Loomis Sayles Bond information on this page should be used as a complementary analysis to other Loomis Sayles' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.