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Loomis Sayles Sr Floating Rate and F/I Y LSFYX

Analyst rating as of
NAV / 1-Day Return
8.38  /  0.26 %
Total Assets
1.3 Bil
Adj. Expense Ratio
0.810%
Expense Ratio
0.810%
Fee Level
High
Longest Manager Tenure
10.85 years
Category
Bank Loan
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
100,000
Status
Open
TTM Yield
4.63%
Effective Duration
0.27 years

Morningstar’s Analysis

Will LSFYX outperform in future?

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

While recent credit risk has moderated, this remains an aggressive bank loan option.

Associate Director

Summary

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Loomis Sayles Senior Floating Rate and Fixed Income’s aggressive profile within the bank loan Morningstar Category belies its lack of a clear advantage, whether in terms of its resources or approach. It earns a Morningstar Analyst Rating of Neutral for most share classes and Negative for its most expensive C share class.

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