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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
Above Average
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+0.72% 3 years+2.86%
3 months-1.94% 5 years+5.01%
1 year-4.66% Since inception+9.29%
Data through --

Peer Comparisonvs. Multisector bond

Performance 5-yr return+5.01%+4.09%
Expense ratio0.63%1.13%
Risk 5 year sharpe ratio0.800.94
Net assets$19.6B$2.3B
Average market cap$82.1B$26.6B
Average P/E16.216.2
Portfolio turnover26%26%

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Fund Management and Purchase Info

Fund familyLoomis Sayles Funds
Fund manager & tenureDaniel Fuss / 24 Years
Minimal initial investment$100,000.00
Minimum IRA investment--


Fixed income73.49%
U.S. stock5.51%
International stock0.63%
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
-- 3.29%
INTC Intel2.51%
-- 2.17%
-- 2.13%
F Ford1.49%
-- 1.30%
-- 1.29%
-- 1.11%
-- 1.06%
BMY Bristol-Myers Squibb1.05%

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