| 15.25 Net Asset Value | -0.52% 1 Day | +1.26% Year-to-Date | Overall Morningstar Rating |
| Multisector bond Style or Category | No Load Sales Expenses | 0.92% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | -1.91% | 3 years | +10.33% | |
| 3 months | +1.60% | 5 years | +8.03% | |
| 1 year | +13.93% | Since inception | +8.68% |
| LSBRX | Category | |
|---|---|---|
| Performance 5-yr return | +8.03% | +7.78% |
| Expense ratio | 0.92% | 1.22% |
| Risk 5 year sharpe ratio | 0.68 | 0.93 |
| Net assets | $23.2B | $2.3B |
| Average market cap | $48.3B | $26.0B |
| Average P/E | 12.5 | 13.6 |
| Portfolio turnover | 20% | 20% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Loomis Sayles Funds |
| Fund manager & tenure | Daniel Fuss / 22 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Hardware | 61.97% |
| Healthcare | 22.70% |
| Energy | 7.34% |
| Consumer goods | 5.24% |
| Telecommunication | 2.54% |
| -- Canada Govt 2.5% | 2.68% |
| -- Canada Govt 2.25% | 2.21% |
| INTC Intel Corp | 1.78% |
| -- Intel Cv 3.25% | 1.70% |
| -- Springleaf Fin 6.9% | 1.56% |
| -- Canada Govt 4.25% | 1.48% |
| -- Ford Mtr Co Del Cv 4.25% | 1.29% |
| -- Canada Govt 3.75% | 1.22% |
| -- Vereinigte Mexikanische 8% | 1.19% |
| -- US Treasury Note 0.125% | 1.14% |
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