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Loomis Sayles Instl High Income (LSHIX)

5.46 -0.01 (-0.18%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 5.47
  • YTD Return 1.65%
  • Expense Ratio 0.70%
  • Category High Yield Bond
  • Last Cap Gain -23.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 332.25M
  • Beta (5Y Monthly) 0.91
  • Yield 6.18%
  • 5y Average Return --
  • Holdings Turnover 64.00%
  • Last Dividend 0.34
  • Inception Date Jun 5, 1996

The fund will invest primarily in below investment-grade fixed-income securities (commonly known as "junk bonds") and other securities that are expected to produce a relatively high level of income (including income-producing preferred stocks and common stocks). The fund's fixed-income securities investments may include unrated securities (securities that are not rated by a rating agency) if Loomis Sayles determines that the securities are of comparable quality to rated securities that the fund may purchase.

Loomis Sayles Funds

Fund Family

High Yield Bond

Fund Category

332.25M

Net Assets

1996-06-05

Inception Date

Performance Overview: LSHIX

Trailing returns as of 4/24/2024. Category is High Yield Bond.

YTD Return

LSHIX
1.65%
Category
3.62%
 

1-Year Return

LSHIX
9.31%
Category
14.69%
 

3-Year Return

LSHIX
1.43%
Category
6.16%
 

5-Year Return

LSHIX
2.80%
Category
6.21%
 

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Holdings: LSHIX

Sector Weightings

SectorLSHIX
Healthcare   24.78%
Energy   18.42%
Technology   13.24%
Industrials   10.47%
Real Estate   2.11%
Utilities   1.99%

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