Loomis Sayles Bond Instl (LSBDX)
15.58 
0.05(0.32%) May 22
| Prev Close: | 15.58 |
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| YTD Return*: | 1.08% |
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| Net Assets*: | 22.55B |
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| Yield*: | 5.74% |
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* As of 28-Feb-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- For Bond Risks, Look Forward, Not BackMorningstar(Mon, Apr 15)
- Gundlach Sees Junk-Bond Selloff 4 Years Away as Rates Holdat Bloomberg(Fri, Apr 12)
- Smart Money Likes High-Yield Aussie’s Robust Economy: Currenciesat Bloomberg(Thu, Apr 11)
- Gross Says Buffett to Soros Careers Fueled by Expansionat Bloomberg(Wed, Apr 3)
- U.S. Stock Funds Have First Withdrawals Before Dow Recordat Bloomberg(Wed, Mar 6)
- BlackRock Rushes to Short End as Goldman Alarmed: Credit Marketsat Bloomberg(Wed, Feb 13)
- Goldman’s Cohn Says Public May Not Understand Bond Risksat Bloomberg(Mon, Feb 11)
- Bonds Most ‘Overbought’ in 55 Years, Loomis Sayles’s Fuss Saysat Bloomberg(Wed, Jan 30)
- Fed Recovery Doubts Spur Investor Bid for Treasuriesat Bloomberg(Mon, Sep 24)
- [video] Bond Environment Analysis With Kathleen Gaffneyat TheStreet(Thu, Sep 20)
- Treasuries Doomsday Is Four Years Away for Vanguardat Bloomberg(Mon, Jul 16)
Reports
- No Reports available for LSBDX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| Canada Govt 2.5% | 2.74 | 3.08 |
| Canada Govt 2.25% | 2.26 | N/A |
| INTC | 1.72 | N/A |
| Intel Cv 3.25% | 1.70 | N/A |
| Canada Govt 4.25% | 1.51 | N/A |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 22.55B |
| Category: | Multisector Bond |
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| Annual Report Expense Ratio (net): | 0.63% |
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Performance & Risk
| YTD Return: | 1.08% |
| 5y Avg Return: | 7.98% |
| Rank in Category (ytd): | 40 |
| % Rank in Category (ytd): | 12.08% |
| Beta (3y): | -0.21 |
| Morningstar Risk Rating: | 5 |
Fund Summary
The investment seeks high total investment return through a combination of current income and capital appreciation.
The fund normally invests at least 80% of its net assets in fixed-income securities. It will invest primarily in investment-grade fixed-income securities, although it may also invest up to 35% of its assets in below investment-grade fixed-income securities and up to 20% of its assets in equity securities, such as common stocks and preferred stocks (with up to 10% of its assets in common stocks). The fund's fixed-income securities investments may include unrated securities. It may invest in fixed-income securities of any maturity.
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