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    Loomis Sayles Bond Instl (LSBDX)

    14.69 Down 0.08(0.54%) Jan 28
    Prev Close:14.77
    YTD Return*:4.76%
    Net Assets*:24.42B

    * As of 31-Dec-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    US Treasury Note 0.375%3.81-0.90
    Canada Govt 1%3.23N/A
    Intel Cv 3.25%2.32N/A
    Canada Govt 1.25%1.58N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:24.42B
    Category:Multisector Bond
    Annual Report Expense Ratio (net):0.63%

    Performance & Risk

    YTD Return:4.76%
    5y Avg Return:8.52%
    Rank in Category (ytd):23
    % Rank in Category (ytd):8.33%
    Beta (3y):0.88
    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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