Loomis Sayles Bond Retail (LSBRX)
* As of 31-Oct-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Intel Cv 3.25%||2.49||N/A|
|Canada Govt 0.25%||2.31||N/A|
|United Mexican States 8%||1.36||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.91%|
Performance & Risk
|5y Avg Return:||4.75%|
|Rank in Category (ytd):||92|
|% Rank in Category (ytd):||30.36%|
|Morningstar Risk Rating:||5|
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