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Benchmark SP 500  1,650   0.91  Index Moved Down -0.06% ...


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Collecting data for LSBDX

Loomis quote and profile

 
 Companies |  Insiders  | Dashboard  
     
15.58
  
FUND
(0.01)  Macroaxis: -0.06 Down   0.06%  
Last 1 Month(s)
15.5115.73
 

Diversification Suggestion

Use Loomis to protect against small markets fluctuations. The fund experiences normal downward trend and little activity
Analyze Loomis Sayles Bond Instl Trend or Check current 30 days Loomis correlation with market (S&P 500)
1 Month Beta 0.09  
Highest Price:  
Lowest Price:  
15.73  
15.51  
May 08 2013 
April 25 2013 
As returns on market increase, Loomis returns are expected to increase less than the market. However during bear market, the loss on holding Loomis will be expected to be smaller as well.
Loomis Sayles Bond Instl Small BetaLoomis Sayles Bond Instl Beta Legend
LSBDX United States NASDAQ
Loomis Sayles Bond Instl
Loomis Sayles Funds
Multisector Bond
Benchmark S&P 500
Contact Number: 800. 633. 3330
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset22.55 B
Last Dividend Paid0.06
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States Russel   0.00 % No Change  
 thisRed LSBDX LSBDX agains markets  0.06 % Macroaxis: 0.06 Moved Down  
 
 United States SP 500   0.06 % Macroaxis: 0.06 Moved Down  
 
 United States NYSE   0.25 % Macroaxis: 0.25 Moved Down  
 
Compare to Competition Get Alpha   Get Advice
    
Daniel Fuss  Money Manager
Fund Manager since May 15, 1991
Dan Fuss, CFA, CIC: began investment career in 1958; joined Loomis Sayles in 1976; has managed the Fund since inception; MBA, Marquette University....
    

Loomis Price and Market Media

The median price of Loomis for the period between Thu, Apr 25, 2013 and Sat, May 25, 2013 is 15.63 with a coefficient of variation of 0.34. The daily time series for the period is distributed with a sample standard deviation of 0.05, arithmetic mean of 15.63, and mean deviation of 0.04. The Fund did not receive any noticable media coverage during the period.
Loomis         SP 500
Price Growth (%)
 

Loomis Summary

Loomis Sayles Bond Instl [LSBDX] is traded in USA and was established in May 15, 1991. The fund is listed under Multisector Bond category and is part of Loomis Sayles Funds family. This fund now has accumulated 22.55 B in assets with minimum initial investment of 100 K. Loomis Sayles Bond Instl is currently producing year-to-date (YTD) return of 1.08% with the current yeild of 5.74%, while the total return for the last 3 years was 18.43%.

Fund Instrument Allocation for Loomis

.
Past Market
Over 30
Days
6
Out Of
100
 
Chance of
Less
Than
%
 
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Loomis Research Report

Loomis vs. PIMCO

Correlation analysis and fundamentals comparison between Loomis Sayles Bond Instl and PIMCO Income C

Loomis Asset Under Management

Loomis Sayles Bond Instl is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Multisector Bond category is currently estimated at about 272.77 Billion. Loomis holds roughly 22.55 Billion in net asset claiming about 8% of funds under Multisector Bond category.

Loomis Fundamentals

Ten Year Return vs Price to Earning
Annual Yield vs Equity Positions Weight
Ten Year Return vs Year to Date Return
Last Dividend Paid vs Equity Positions Weight

Loomis vs Competition

Loomis vs. PIMCO Income C
Loomis vs. PIMCO Income A
Loomis vs. PIMCO Income Instl
Loomis vs. PIMCO Income R
Loomis vs. PIMCO Income D
Loomis vs. PIMCO Income P
Loomis vs. PIMCO Income Adm
Loomis vs. Loomis Sayles Bond Retail
Loomis vs. Loomis Sayles Bond N
Loomis vs. Loomis Sayles Bond Admin

Loomis May 25 2013 Opportunity Range

Downside Deviation0.1889
Information Ratio(0.91)
Maximum Drawdown0.6417
Value At Risk(0.25)
Potential Upside0.2566

 
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