About LASYX
Loomis Sayles Strategic Alpha Fund Class Y is an actively managed mutual fund in the nontraditional bond category that targets an attractive absolute total return while emphasizing risk management and capital preservation. Its secondary objective is to deliver these returns with relatively low volatility, reflecting a flexible, multi‑sector fixed income and derivatives toolkit designed to balance opportunity and downside control. The strategy allocates dynamically across global bond sectors, securitized credit, investment‑grade corporates, high yield, and currencies, and employs both long and short exposures—often implemented through futures, swaps, and credit derivatives—to express macro views and hedge risks. The fund’s benchmark context spans the Bloomberg U.S. Aggregate Index and the ICE BofA 3‑Month Treasury Bill Index, underscoring its blend of relative and absolute return disciplines. Managed by a seasoned Loomis Sayles team with discretion to shift duration, credit quality, and currency exposure, the fund seeks consistent, all‑weather performance characteristics and institutional‑caliber portfolio construction, with Class Y shares generally available to certain institutional investors and featuring a stated minimum initial investment.
Fund Family Loomis Sayles Funds
Category Nontraditional Bond
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LASYX
Share Class Class Y
Index ICE BofA US 3-Month T Bill TR IX
LASYX had a total return of 4.50% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.26%.
