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Loomis Sayles Strategic Alpha Y LASYX

Quantitative rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 9.36  /  0.00
  • Total Assets 850.3 Mil
  • Adj. Expense Ratio
  • 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

Morningstar’s Analysis LASYX

Will LASYX outperform in future?

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



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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