| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
2
4
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#57 in Intermediate-Term Bond
U.S. News evaluated 322 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 8.76 percent over the past year, 8.25 percent over the past three years, 7.91 percent over the past five years, and 7.46 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 0.9% |
| 1 Year | 8.8% |
| 3 Years (Annualized) | 8.3% |
| 5 Years (Annualized) | 7.9% |
| 10 Years (Annualized) | 7.5% |
Summary
The investment seeks high total investment return through a combination of current income and capital appreciation. The fund invests at least 80% of its net assets in investment-grade fixed-income securities. It may invest up to 10% of its assets in below investment-grade fixed-income securities (also known as "junk bonds"). The fund has the flexibility to invest up to 10% of its assets in equity securities (such as common stocks, preferred stocks and investment companies), but will limit its investments in common stocks to 5% of its assets. It may invest in fixed income-securities of any maturity.
Fees
Fees are High compared to funds in the same category.
Loomis Sayles Investment Grade Bond Fund has an expense ratio of 0.84 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
