LSBRX - Loomis Sayles Bond Retail

Nasdaq - Nasdaq Delayed Price. Currency in USD
13.37
+0.01 (+0.07%)
At close: 6:45PM EDT
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Previous Close13.36
YTD Return4.32%
Expense Ratio (net)0.91%
CategoryMultisector Bond
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingHigh
Sustainability RatingN/A
Net Assets10.91B
Beta (3Y Monthly)0.69
Yield3.19%
5y Average ReturnN/A
Holdings Turnover7.00%
Last Dividend0.03
Average for CategoryN/A
Inception DateDec 31, 1996
  • Dial Down Risk in Your Bond Portfolio
    Kiplinger18 days ago

    Dial Down Risk in Your Bond Portfolio

    Rising interest rates are no longer the primary concern for income investors, but other factors must still be considered threats against bonds.

  • Morningstar2 months ago

    A Moderate ETF Bucket Portfolio for Retirement

    The linchpin of the Bucket Approach is one to two years' worth of living expenses set aside in cash instruments. By using broad-based index funds, you can easily determine which holdings to peel back on and where to add. Because many retirees have large shares of their portfolios in low-returning investments like cash and bonds, focusing on very low-cost investments is an easy way to enhance take-home returns.

  • Morningstar2 months ago

    How Did the Bucket Strategy Work in 2018?

    Most core U.S. stocks and bond funds incurred single-digit losses for the year, but even small drops can be unnerving when you're retired. What made 2018 especially painful is that neither stocks nor bonds impressed. Bond yields rose, leading the Barclays Bloomberg Aggregate Index to post just a tiny gain for the year, but many bond funds endured losses.

  • Kiplinger9 months ago

    Bond Funds With Flexibility

    Go-anywhere bond fund managers can pick and choose from a complete menu of income investments.

  • Kiplinger10 months ago

    4 Great Mutual Funds to Earn 3% to 6% in High-Yield Bonds

    A sense that the economic good times can't run on forever has pushed up yields.