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Loomis Sayles Bond Instl (LSBDX)

13.37 Up 0.06(0.45%) May 25
Prev Close:13.37
YTD Return*:5.34%
Net Assets*:15.92B
Yield*:2.64%

* As of 30-Apr-16

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

Top Holdings

Symbol% AssetsYTD Return %
INTC3.79N/A
Intel Cv 3.25%3.19N/A
Canada Govt 0.25%2.90N/A
Canada Govt 0.3%2.67N/A
F1.84N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:15.92B
Category:Multisector Bond
Annual Report Expense Ratio (net):0.64%

Performance & Risk

YTD Return:5.34%
5y Avg Return:3.99%
Rank in Category (ytd):11
% Rank in Category (ytd):3.09%
Beta (3y):0.66
Morningstar Risk Rating:5

Fund Summary

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
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