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Benchmark SP 500  1,652   12.77  Index Moved Up 0.78% United States ...


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Collecting data for NEFZX

Loomis quote and profile

 
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16.12
  
FUND
0.01  Macroaxis: 0.06 Up   0.06%  
Last 1 Month(s)
15.9816.45
 

Diversification Suggestion

Use Loomis to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze Loomis Sayles Strategic Trend or Check current 30 days Loomis correlation with market (S&P 500)
1 Month Beta 0.41  
Highest Price:  
Lowest Price:  
16.45  
15.98  
May 20 2013 
June 12 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 Strategic Income A Small BetaLoomis Sayles Strategic Beta Legend
NEFZX United States NASDAQ
Loomis Sayles Strategic Income A
Natixis Funds
Multisector Bond
Benchmark S&P 500
Contact Number: 800. 225. 5478
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset14.79 B
Last Dividend Paid0.05
 United States Russel   1.23 % Macroaxis: change 1.23 Moved Up  
 
 United States SP 500   0.78 % Macroaxis: 0.78 Moved Up  
 
 United States NYSE   0.66 % Macroaxis: 0.66 Moved Up  
 
 thisGreen NEFZX NEFZX agains markets  0.06 % Macroaxis: 0.06 Moved Up  
 
Compare to Competition Alpha & Beta   Get Advice
    
Daniel Fuss  Money Manager
Fund Manager since April 30, 1995
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 Mon, May 20, 2013 and Wed, Jun 19, 2013 is 16.17 with a coefficient of variation of 0.94. The daily time series for the period is distributed with a sample standard deviation of 0.15, arithmetic mean of 16.21, and mean deviation of 0.13. The Fund did not receive any noticable media coverage during the period.
Loomis         SP 500
Price Growth (%)
 
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Loomis Summary

Loomis Sayles Strategic Income A [NEFZX] is traded in USA and was established in April 30, 1995. The fund is listed under Multisector Bond category and is part of Natixis Funds family. This fund now has accumulated 14.79 B in assets with minimum initial investment of 2.5 K. Loomis Sayles Strategic Income A is currently producing year-to-date (YTD) return of 1.58% with the current yeild of 5.09%, while the total return for the last 3 years was 16.91%.

Fund Instrument Allocation for Loomis

The fund invests 18.21% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (58.16%), cash(5.53%) and various exotic instruments.
Past Market
Over 30
Days
0
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 Strategic and PIMCO Income C

Loomis Asset Under Management

Loomis Sayles Strategic Income A is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Multisector Bond category is currently estimated at about 265.01 Billion. Loomis holds roughly 14.79 Billion in net asset claiming about 6% of funds under Multisector Bond category.

Loomis Fundamentals

Equity Positions Weight vs Cash Position Weight
Price to Book vs Price to Earning
Equity Positions Weight vs Last Dividend Paid
Annual Yield vs Price to Earning

Loomis vs Competition

Loomis vs. PIMCO Income C
Loomis vs. PIMCO Income D

Loomis June 19 2013 Opportunity Range

Downside Deviation0.5049
Information Ratio(0.17)
Maximum Drawdown1.24
Value At Risk(0.80)
Potential Upside0.4329

 
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