About LABAX
Loomis Sayles Strategic Alpha Fund Class A is an actively managed mutual fund designed to deliver an attractive absolute total return while emphasizing risk management and capital preservation. The fund employs a flexible, multi‑sector fixed income approach that can take both long and short exposures using cash securities and derivatives, allowing it to navigate varied market regimes and target relatively low volatility over a full cycle. It is benchmarked primarily to the Bloomberg US Aggregate Index, with a secondary cash benchmark, reflecting its broad bond market orientation and liquidity focus. Portfolio management is led by experienced Loomis Sayles investors, drawing on the firm’s global research to allocate across sectors, credit qualities, currencies, and durations. The strategy sits in the nontraditional bond category, enabling dynamic positioning across government, corporate, securitized, and international debt, as well as tactical use of Treasury futures and currency exposures. With a diversified holdings base and tools to hedge or adjust duration, Loomis Sayles Strategic Alpha Fund Class A aims to provide steady total return potential and a complementary role within fixed income allocations.
Fund Family Loomis Sayles Funds
Category Nontraditional Bond
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LABAX
Share Class Class A
Index ICE BofA US 3-Month T Bill TR IX
LABAX had a total return of 8.54% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.33%.
