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    Loomis Sayles Bond Retail (LSBRX)

    13.70 Up 0.06(0.44%) Oct 5
    Prev Close:13.64
    YTD Return*:-6.21%
    Net Assets*:19.60B

    * As of 30-Sep-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    Canada Govt 1%3.29N/A
    Intel Cv 3.25%2.17N/A
    Canada Govt 0.25%2.13N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:19.6B
    Category:Multisector Bond
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:-6.21%
    5y Avg Return:4.61%
    Rank in Category (ytd):93
    % Rank in Category (ytd):30.39%
    Beta (3y):0.61
    Morningstar Risk Rating:4

    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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