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.
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 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%.
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.
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.
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