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Loomis Sayles Strategic Alpha A LABAX

Quantitative rating as of
  • NAV / 1-Day Return 9.41  /  0.11 %
  • Total Assets 846.9 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.77%
  • Effective Duration 2.39 years

Morningstar’s Analysis LABAX

Will LABAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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An upgrade in its Process Pillar rating is the primary driver of Loomis Sayles Strategic Alpha A's upgrade to a Morningstar Quantitative Rating of Bronze from Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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