4 / 5 Stars
4 4 5 4 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#20 in Intermediate-Term Bond
U.S. News evaluated 280 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 1.17 percent over the past year, 3.81 percent over the past three years, 7.54 percent over the past five years, and 4.82 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||3.8%|
|5 Years (Annualized)||7.5%|
|10 Years (Annualized)||4.8%|
The investment seeks above-average total return through a combination of current income and capital appreciation. The fund normally invests at least 80% of net assets in fixed-income securities. It is anticipated that the fund's weighted average duration will generally be between two and five years. It will purchase only investment-grade fixed-income securities. The fund may continue to hold up to 10% of its net assets in securities that are downgraded to a rating below investment-grade subsequent to their purchase if Loomis Sayles believes it is appropriate to do so.
Fees are Average compared to funds in the same category.
Loomis Sayles Intermediate Duration Bond Fund has an expense ratio of 0.40 percent.
Risk is Average compared to funds in the same category according to Morningstar.