LSFIX : Loomis Sayles Fixed Income Fund

LSFIX is a Bond Market Total US Bond Market with MODERATE fees.

LSFIX

Loomis Sayles Fixed Income Fund

FI Score

58 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

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

Loomis Sayles Fixed Income Fund

Expenses: 0.57% (Better than 1% 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. The fund normally invests at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities. It may invest up to 35% of its assets in below investment-grade fixed-income securities 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
5.15% United States Treasury Notes 1.5%
4.45% United States Treasury Notes 1.5%
4.35% Bristol-Myers Squibb Company
3.98% AT&T Inc
3.25% United States Treasury Bonds 3%
2.17% Morgan Stanley 4.1%
1.78% Owens Brockway Glass Container Inc. 5.38%
1.74% DISH Network Corporation 2.38%
1.48% Ford Motor Credit Company LLC 4.39%
1.41% Nuance Communications, Inc. 1.5%
1.34% Transcontinental Gas Pipe Line Company, LLC 7.85%
1.28% Georgia-Pacific LLC 7.75%
1.26% Corning Inc
1.26% Lloyds Banking Group plc 4.34%
1.25% American Airlines, Inc. 5.25%
1.13% Mexico (United Mexican States) 10%
1.07% ArcelorMittal S.A. 6.75%
0.98% DISH DBS Corporation 5%
0.96% Bombardier Inc. 6%
0.96% Bank of America Corporation 6.11%
0.89% Navient Corporation 6.12%
0.84% HCA Inc. 5.88%
0.83% Societe Generale S.A. 5.2%
0.77% The Goodyear Tire & Rubber Company 4.88%
0.76% Forethought Financial Group, Inc. 8.62%

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