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Loomis Sayles Bond Instl (LSBDX)

11.59 +0.01 (+0.09%)
At close: June 14 at 6:46 PM EDT
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DELL
  • Previous Close 11.58
  • YTD Return 0.31%
  • Expense Ratio 0.61%
  • Category Multisector Bond
  • Last Cap Gain -25.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 4.38B
  • Beta (5Y Monthly) 0.98
  • Yield 5.55%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend 0.25
  • 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

4.38B

Net Assets

1991-05-16

Inception Date

Performance Overview: LSBDX

Trailing returns as of 6/13/2024. Category is Multisector Bond.

YTD Return

LSBDX
0.31%
Category
1.94%
 

1-Year Return

LSBDX
6.58%
Category
9.23%
 

3-Year Return

LSBDX
0.99%
Category
5.23%
 

5-Year Return

LSBDX
1.13%
Category
4.63%
 

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Holdings: LSBDX

Sector Weightings

SectorLSBDX
Healthcare   27.96%
Industrials   14.95%
Technology   13.41%
Energy   4.02%
Real Estate   2.71%
Utilities   2.19%

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Research Reports: LSBDX

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