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 Dow Down 0.72% Nasdaq Down 0.50%

Loomis Sayles Bond Instl (LSBDX)

15.90 Down 0.07(0.44%) Jul 25
Prev Close:15.97
YTD Return*:7.02%
Net Assets*:24.43B
Yield*:4.38%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
US Treasury Note 0.375%2.76N/A
Canada Govt 2.5%2.37N/A
INTC2.13N/A
Intel Cv 3.25%1.93N/A
US Treasury Note 0.25%1.87N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:24.43B
Category:Multisector Bond
Annual Report Expense Ratio (net):0.63%

Performance & Risk

YTD Return:7.02%
5y Avg Return:12.49%
Rank in Category (ytd):10
% Rank in Category (ytd):3.18%
Beta (3y):0.48
Morningstar Risk Rating:4

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. View More
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