About LABCX
Loomis Sayles Strategic Alpha Fund Class C is a diversified, multi‑sector bond fund designed to deliver an attractive absolute total return while emphasizing prudent risk management and capital preservation. According to the adviser, the strategy seeks returns with relatively low volatility by flexibly allocating across global fixed income sectors and using derivatives to obtain both long and short exposures, allowing the portfolio to adapt to changing market conditions. The fund is categorized as a nontraditional bond strategy and typically blends government securities, securitized assets, corporate credit, and selective emerging market exposures, with risk managed through duration, credit quality, currency, and tactical hedging tools. Portfolio characteristics published by the adviser highlight broad diversification across hundreds of issues, intermediate average maturity and duration, and a credit mix spanning investment grade to high yield, reflecting its opportunistic mandate. This approach positions Loomis Sayles Strategic Alpha Fund Class C as a flexible fixed income solution intended to complement traditional core bond allocations by seeking consistent total return across market cycles through active, unconstrained security selection and risk controls.
Fund Family Loomis Sayles Funds
Category Nontraditional Bond
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LABCX
Share Class Class C
Index ICE BofA US 3-Month T Bill TR IX
LABCX had a total return of 7.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.05%.
