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Loomis Sayles Institutional High Income Fund (LSHIX)

Net Asset Value
1 Day
Overall Morningstar Rating
High yield 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. The fund will invest primarily in below investment-grade fixed-income securities (commonly known as "junk bonds") and other securities that are expected to produce a relatively high level of income (including income-producing preferred stocks and common stocks). The fund's fixed-income securities investments may include unrated securities (securities that are not rated by a rating agency) if Loomis Sayles determines that the securities are of comparable quality to rated securities that the fund may purchase.


1 month+0.43% 3 years+4.63%
3 months+1.72% 5 years+7.22%
1 year+8.06% Since inception+8.20%
Data through --

Peer Comparisonvs. High yield bond

Performance 5-yr return+7.22%+5.14%
Expense ratio0.68%1.05%
Risk 5 year sharpe ratio1.040.99
Net assets$733.1M$1.4B
Average market cap$34.3B$5.2B
Average P/E13.4--
Portfolio turnover17%17%

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Fund Management and Purchase Info

Fund familyLoomis Sayles Funds
Fund manager & tenureDaniel Fuss / 21 Years
Minimal initial investment$3,000,000.00
Minimum IRA investment--


Fixed income75.59%
U.S. stock6.87%
International stock0.04%
Top 5 Sectors
Portfolio weighting
Healthcare 42.20%
Consumer goods 24.54%
Hardware 20.61%
Telecommunication 6.92%
Financial service 3.94%
Top 10 Holdings
Portfolio weighting
GLW Corning4.84%
-- 2.87%
-- 2.75%
-- 1.65%
-- 1.64%
-- 1.57%
-- 1.56%
-- 1.55%
F Ford1.48%
-- 1.22%