Loomis Sayles Bond Instl (LSBDX)
* As of 31-May-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Canada Govt 1%||3.19||N/A|
|Intel Cv 3.25%||2.18||N/A|
|US Treasury Note 0.5%||1.26||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.63%|
Performance & Risk
|5y Avg Return:||7.69%|
|Rank in Category (ytd):||98|
|% Rank in Category (ytd):||31.92%|
|Morningstar Risk Rating:||4|
The investment seeks high total investment return through a combination of current income and capital appreciation.
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities. It will normally invest at least 55% of its net assets in investment-grade fixed-income securities. The fund may also invest up to 35% of its assets in below investment-grade fixed-income securities (commonly known as "junk bonds") 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). View More