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Loomis Sayles Bond Fund Institutional Class (LSBDX)

Net Asset Value
1 Day
Overall Morningstar Rating
Multisector bond
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks high total investment return through a combination of current income and capital appreciation. 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 (with up to 10% of its assets in common stocks).


1 month+0.47% 3 years+2.78%
3 months-0.41% 5 years+3.89%
1 year+6.69% Since inception+9.09%
Data through --

Peer Comparisonvs. Multisector bond

Performance 5-yr return+3.89%+3.59%
Expense ratio0.66%1.09%
Risk 5 year sharpe ratio0.720.88
Net assets$13.3B$2.6B
Average market cap$51.4B$30.0B
Average P/E14.717.8
Portfolio turnover9%9%

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Fund Management and Purchase Info

Fund familyLoomis Sayles Funds
Fund manager & tenureDaniel Fuss / 26 Years
Minimal initial investment$100,000.00
Minimum IRA investment--


Fixed income72.46%
U.S. stock4.10%
International stock0.03%
Top 5 Sectors
Portfolio weighting
Hardware 61.97%
Healthcare 22.70%
Energy 7.34%
Consumer goods 5.24%
Telecommunication 2.54%
Top 10 Holdings
Portfolio weighting
-- 4.51%
-- 3.14%
-- 2.26%
F Ford1.99%
-- 1.63%
-- 1.60%
-- 1.60%
BMY Bristol-Myers Squibb1.59%
-- 1.58%
-- 1.51%