Loomis Sayles High Fund Quote
| LSIOX Fund | USD 9.03 0.01 0.11% |
PerformanceVery Strong
| Odds Of DistressLow
|
Loomis Sayles is trading at 9.03 as of the 19th of July 2025; that is 0.11 percent up since the beginning of the trading day. The fund's open price was 9.02. Loomis Sayles has less than a 10 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal market conditions, the fund will invest substantially all of its assets, and may invest up to 100 percent of its assets, in high income securities . High-Income Securities are fixed-income securities that Loomis Sayles believes have the potential to generate relatively high levels of current income. More on Loomis Sayles High
Moving together with Loomis Mutual Fund
Loomis Mutual Fund Highlights
| Fund Concentration | Loomis Sayles Funds, Large Value Funds, High Yield Bond Funds, High Yield Bond, Loomis Sayles Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
Loomis Sayles High [LSIOX] is traded in USA and was established 19th of July 2025. Loomis Sayles is listed under Loomis Sayles Funds category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Loomis Sayles Funds family. This fund now has accumulated 139.38 M in assets with no minimum investment requirementsLoomis Sayles High is currently producing year-to-date (YTD) return of 5.27% with the current yeild of 0.07%, while the total return for the last 3 years was 9.56%.
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
| TMUS | T Mobile | Stock | Communication Services |
Loomis Sayles High Risk Profiles
| Mean Deviation | 0.1654 | |||
| Standard Deviation | 0.2209 | |||
| Variance | 0.0488 | |||
| Downside Variance | 0.0574 |
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.
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |