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Loomis Sayles Strategic Alpha Fund Class Y: (MF: LASYX)

(NASDAQ Mutual Funds) As of Aug 28, 2026 05:40 PM ET

$9.74 USD

-0.02 (-0.20%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.82 38
3 months -0.07 46
6 months 0.41 37
1 Year 4.50 17
3 Year 7.52 7
5 Year 3.19 19
10 Year 3.87 13

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jul 31, 2026

1 Year 5.26
5 Year 3.27
10 Year 4.02
Since Inception 3.42

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.02 1.16 NA NA
2025 1.67 2.60 2.41 1.62
2024 1.20 1.26 4.99 0.63
2023 1.65 -0.10 1.30 4.88
2022 -4.30 -5.31 -0.63 2.21
2021 -0.04 1.90 0.06 -0.58

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.828.588.287.89-7.971.3210.193.950.523.376.86
% Total Return Rel to Index 0.511.207.022.375.042.872.69-4.760.51-0.174.20
% Total Return Rel to Peer -0.231.564.411.501.550.654.26-4.021.66-0.631.72
% Perf Quintile vs Peer* 2.001.001.002.003.002.001.005.002.003.002.00
% Dividends 0.260.460.530.500.360.220.230.290.350.280.23
% Yield 2.564.495.375.083.872.112.182.933.532.792.23
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.730.740.750.750.720.740.740.750.800.85

* 1 = Top 20%, 5 = Bottom 20%