Loomis Sayles Funds - Bond Fund Retail Class (Trust I) (LSBRX)
Loomis Sayles Funds - Bond Fund Retail Class (Trust I) operates in the Asset Management - Bonds industry of the Financial Services sector, headquartered in Boston, MA, US. The stock last traded at $11.78, up 0.00% on the session, giving a market capitalisation of $4.33B. Its beta of 0.98 implies it has historically moved less than the broad market.
The fund primarily aims to achieve a robust total return by combining ongoing income generation with capital growth. Typically, at least 80% of its net assets, including any borrowed capital used for investment, will be allocated to fixed-income instruments. A minimum of 55% of these net assets is ordinarily committed to fixed-income securities rated as investment-grade. Additionally, the fund has the flexibility to invest up to 35% of its holdings in lower-rated fixed-income securities, commonly known as "junk bonds," and up to 20% in equity investments, including both common and preferred stocks.
Loomis Sayles Funds - Bond Fund Retail Class (Trust I) is most often compared with the following Financial Services names: