About LSSAX
Loomis Sayles Securitized Asset Fund is a mutual fund designed to provide investors with diversified exposure to the securitized asset sector, with a primary focus on generating a high level of current income while preserving capital. Managed by Loomis Sayles, the fund invests at least 80% of its net assets in a broad range of securitized instruments, such as mortgage-backed securities (including agency and non-agency MBS), commercial and residential asset-backed securities (ABS), and related fixed income products. Investment selections typically emphasize assets that are rated investment-grade at the time of purchase, with a majority expected to be rated AAA or Aaa, thus targeting high credit quality and risk control.
The fund’s portfolio incorporates various asset types linked to mortgages, auto loans, credit cards, and other consumer or commercial receivables, providing exposure across residential, commercial, and consumer finance sectors. Notably, Loomis Sayles employs both fundamental research and tactical sector allocation to optimize returns, making use of both fixed and floating-rate instruments. With a long-term orientation, the fund seeks to achieve competitive yields compared to traditional bond markets, serving as a core fixed-income holding for investors seeking diversified, high-credit-quality exposure within the U.S. securitized debt market.
Fund Family Loomis Sayles Funds
Category US Mortgage
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LSSAX
Share Class Institutional Class
Index Bloomberg U.S. Securitized TR
LSSAX had a total return of 5.31% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.95%.
