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.
Loomis Sayles funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $1,000.
Visit Loomis Sayles's website to open an account and purchase LSBRX.
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Loomis Sayles Funds - Bond Fund
Pre-filled with LSBRX's historical average return
LSBRX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on LSBRX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Loomis Sayles Funds - Bond Fund
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Pre-filled with LSBRX's historical average return
Important: This projection uses simplified assumptions based on LSBRX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
LSBRX is the ticker symbol for Loomis Sayles Funds - Bond Fund, a High Yield Bond mutual fund managed by Loomis Sayles. 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.
LSBRX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
LSBRX has posted a 1-year return of +6.04%, 3-year return of +7.30%, 5-year return of +2.24%, 10-year return of +45.08%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
LSBRX requires a minimum initial investment of $1,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether LSBRX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, High Yield Bond category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
