Loomis Sayles Strategic Alpha FundLABAX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$1.1B
Expense ratio
0.95%
1-year return
+6.5%
3 years, a year
+7.4%
5 years, a year
+3.2%
Holdings
944
What it aims to do.
The Fund seeks to provide an attractive absolute total return, complemented by prudent investment management designed to manage risks and protect investor capital. The secondary goal of the Fund is to achieve these returns with relatively low volatility.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JOBY Fixed Income Clearing Corp. | 5.98% |
| United States Treasury | 4.66% |
| United States Treasury | 3.93% |
| United States Treasury | 3.39% |
| United States Treasury | 2.44% |
| ECHO Echostar Corp | 1.32% |
| United States Treasury | 1.26% |
| JOBY Republic Of South Africa | 0.90% |
| JOBY Nota Do Tesouro Nacional | 0.81% |
| Morgan Stanley | 0.74% |
More on LABAX.
- LABAX overview
- LABAX holdings
- LABAX risk
- LABAX costs
- LABAX money in and out
- LABAX share classes
- Compare LABAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.