LASNX

About LASNX

Loomis Sayles Strategic Alpha Fund Class N is a multi-asset mutual fund designed to pursue an attractive absolute total return while emphasizing risk management and capital preservation. According to the sponsor, the mandate targets returns with relatively low volatility and measures results against the Bloomberg US Aggregate Index as its primary benchmark, with the ICE BofA 3‑Month Treasury Bill Index as a secondary reference for context. The portfolio is managed by an experienced team at Loomis Sayles and employs a flexible, unconstrained approach across global fixed income, currencies, and related derivatives, allowing allocations to shift with macro conditions. This flexibility enables exposure across investment-grade and below‑investment‑grade credit, securitized assets, and non‑U.S. dollar opportunities, within risk parameters disclosed in fund materials. Class N features a high initial minimum investment and operates under contractual expense caps through April 30, 2026, which help define net expenses for shareholders. In the market ecosystem, the fund serves as a diversifying core‑plus or alternative fixed-income sleeve, aiming to balance income generation, total return, and drawdown control through active, research‑driven positioning.