Nasdaq - Delayed Quote USD
Loomis Sayles High Income Opps Instl (LSIOX)
8.67
-0.01
(-0.12%)
At close: 8:01:28 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- TradeStation Securities
- Comerica Bank
- Morgan Stanley - Brokerage Accounts
- Merrill Lynch
- Schwab Institutional Only
- Raymond James
- DailyAccess Corporation FRIAG
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- MSWM Brokerage
- H Beck Inc.
- Morgan Stanley Portfolio Management
Fund Summary
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.
Fund Overview
| Category | High Yield Bond |
| Fund Family | Loomis Sayles Funds |
| Net Assets | 304.42M |
| YTD Return | 1.22% |
| Yield | 7.23% |
| Morningstar Rating | |
| Inception Date | Apr 12, 2004 |
Performance & Risk
| YTD Return | -0.60% |
| 5y Average Return | 5.48% |
| Rank in Category (ytd) | 16 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
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