Loomis Sayles Bond Retail (LSBRX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Reports available for LSBRX at this time.
|Symbol||% Assets||YTD Return %|
|Canada Govt 2.5%||2.65||-4.74|
|US Treasury Note 0.25%||2.03||N/A|
|Intel Cv 3.25%||2.00||N/A|
|Canada Govt 1.25%||1.94||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.92%|
Performance & Risk
|5y Avg Return:||15.16%|
|Rank in Category (ytd):||28|
|% Rank in Category (ytd):||8.05%|
|Morningstar Risk Rating:||4|
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