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Nasdaq - Delayed Quote USD

Loomis Sayles High Income Opps Instl (LSIOX)

8.56
-0.07
(-0.81%)
At close: 8:06:33 AM EDT
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  • Previous Close 8.63
  • YTD Return 1.22%
  • Expense Ratio 0.00%
  • Category High Yield Bond
  • Last Cap Gain -9.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 304.42M
  • Beta (5Y Monthly) 0.88
  • Yield 7.23%
  • 5y Average Return --
  • Holdings Turnover 88.00%
  • Last Dividend 0.15
  • Inception Date Apr 12, 2004

Under normal market conditions, the fund will invest substantially all of its assets, and may invest up to 100% of its assets, in high income securities ("High-Income Securities"). High-Income Securities are fixed-income securities that Loomis Sayles believes have the potential to generate relatively high levels of current income. It may invest approximately 20% of its assets in investment-grade fixed-income securities. The fund may invest a portion of its assets in senior floating-rate loans made to U.S. and foreign borrowers.

Loomis Sayles Funds

Fund Family

High Yield Bond

Fund Category

304.42M

Net Assets

2004-04-12

Inception Date

More about Loomis Sayles High Income Opps Instl

Performance Overview: LSIOX

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Trailing returns as of 4/7/2025. Category is High Yield Bond.

YTD Return

LSIOX
1.22%
Category
3.62%
 

1-Year Return

LSIOX
9.53%
Category
14.69%
 

3-Year Return

LSIOX
4.28%
Category
6.16%
 

5-Year Return

LSIOX
6.85%
Category
6.21%
 

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Holdings: LSIOX

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Sector Weightings

SectorLSIOX
Healthcare   30.17%
Communication Services   14.51%
Technology   14.14%
Industrials   12.55%
Financial Services   6.95%
Consumer Defensive   6.63%
Basic Materials   6.42%
Energy   4.31%
Consumer Cyclical   1.76%
Utilities   1.38%
Real Estate   1.18%
View More

Recent News: LSIOX

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Research Reports: LSIOX

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