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LRRTX

$--
--%
1d
1w
1m

Analysis and statistics

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  • 52 Week Change
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  • Dividend Per Share
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  • Market cap
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  • Beta
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About

LRRTX.US represents the Loomis Sayles Retirement Fund, a collective investment vehicle designed for retirement savings. It primarily invests in a mix of fixed-income securities, including corporate bonds, government bonds, and mortgage-backed securities, seeking to provide a balance of income and capital appreciation. The fund is managed by Loomis Sayles & Company, L.P. and its performance is subject to market fluctuations and interest rate risk.
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Factors

Expense Ratio: Higher expenses decrease returns, lowering the NAV and price.

Fund Performance: Strong returns attract investors, increasing demand and price.

Market Conditions: Broad market uptrends generally lift fund prices, and vice versa.

Interest Rates: Rising rates can negatively impact bond funds like LRRTX, lowering prices.

Credit Risk: Defaults or downgrades in bond holdings reduce asset value and the fund's price.

Liquidity: High trading volume can increase price volatility, either positively or negatively.

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