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Morningstar

Loomis Sayles Strategic Alpha Y LASYX

Morningstar Analyst Rating
Quantitative rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 9.36  /  0.00
  • Total Assets 850.3 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.94%
  • Effective Duration 2.39 years

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:36 PM GMT+00:00

Morningstar’s Analysis LASYX

Will LASYX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LASYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LASYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LASYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A decline in its Process Pillar rating is the primary driver of Loomis Sayles Strategic Alpha Y's downgrade to a Morningstar Quantitative Rating of Neutral from Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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