LSBRX : Loomis Sayles Bond Fund Retail Class

LSBRX is a Bond Market Total US Bond Market with HIGH fees.

LSBRX

Loomis Sayles Bond Fund Retail Class

FI Score

58 /100

Expense Ratio Rating

4 /10

Expense Rating

1 /10

Market Score

9 /10

Category Score

10 /10

Market Size

9 /10

58% FI Score
  • lsbrx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Loomis Sayles Bond Fund Retail Class

Expenses: 0.91% (Better than 0% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

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).

Largest Holdings

Amount Holding
5.38% United States Treasury Notes 1.5%
3.99% Bristol-Myers Squibb Company
3.82% AT&T Inc
3.24% United States Treasury Bonds 3%
3.22% United States Treasury Notes 1.5%
2.01% Mexico (United Mexican States) 8%
1.91% Mexico (United Mexican States) 10%
1.74% AT&T Inc 4.3%
1.69% DISH Network Corporation 3.38%
1.66% Morgan Stanley 4.1%
1.23% Ford Motor Co
1.07% Corning Inc
0.95% Verizon Communications Inc. 4.33%
0.95% AXA 6.38%
0.94% New Zealand(Govt) 6%
0.92% Mutual of Omaha Insurance Co 6.8%
0.92% United States Treasury Notes 1.5%
0.91% TOBACCO SETTLEMENT FING CORP VA 6.71%
0.87% Norway (Kingdom Of) 3.75%
0.86% Springleaf Finance Corporation 8.25%
0.78% Navient Corporation 6.12%
0.74% United States Treasury Bonds 2%
0.73% National Life Insurance Company 10.5%
0.73% Bank of America Corporation 4.18%
0.64% Georgia-Pacific LLC 7.75%

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