Loomis Sayles Senior Floating Rate and Fixed Income Fund

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Performance

The fund has returned 6.95 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 3.4%
1 Year 7.0%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks a high level of current income. The fund normally invests at least 80% of its net assets in a combination of adjustable floating rate loans and other floating rate debt instruments issued by U.S. and non-U.S. corporations or other business entities and fixed-income securities, including derivatives that reference the returns of these instruments. It may invest in Senior Loans directly as an original lender or by assignment from a lender, or it may invest indirectly through participation agreements, interests in collateralized loan obligations ("CLOs") and derivatives that reference such instruments. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Loomis Sayles Senior Floating Rate and Fixed Income Fund has an expense ratio of 1.10 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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