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Loomis Sayles Bond Instl (LSBDX)

11.26 -0.04 (-0.35%)
At close: 8:06 AM EDT
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DELL
  • Previous Close 11.30
  • YTD Return 0.86%
  • Expense Ratio 0.66%
  • Category Multisector Bond
  • Last Cap Gain -25.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 4.52B
  • Beta (5Y Monthly) 0.98
  • Yield 5.35%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend 0.15
  • Inception Date May 16, 1991

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.

Loomis Sayles Funds

Fund Family

Multisector Bond

Fund Category

4.52B

Net Assets

1991-05-16

Inception Date

Performance Overview: LSBDX

Trailing returns as of 4/25/2024. Category is Multisector Bond.

YTD Return

LSBDX
0.86%
Category
1.94%
 

1-Year Return

LSBDX
5.79%
Category
9.23%
 

3-Year Return

LSBDX
0.11%
Category
5.23%
 

5-Year Return

LSBDX
1.30%
Category
4.63%
 

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Holdings: LSBDX

Sector Weightings

SectorLSBDX
Healthcare   24.54%
Energy   22.53%
Technology   10.90%
Industrials   8.59%
Real Estate   2.94%
Utilities   1.64%

Recent News: LSBDX

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