5 / 5 Stars
5 5 2 4 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#41 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 3.05 percent over the past year, 6.34 percent over the past three years, 12.35 percent over the past five years, and 7.51 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.0%|
|3 Years (Annualized)||6.3%|
|5 Years (Annualized)||12.4%|
|10 Years (Annualized)||7.5%|
The investment seeks above-average total investment return through a combination of current income and capital appreciation. The fund normally 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 and up to 10% of its assets in equity securities (including preferred stocks and common stocks). The fund's fixed-income securities investments may include unrated securities. It may invest in fixed-income securities of any maturity.
Fees are Average compared to funds in the same category.
Loomis Sayles Investment Grade Fixed Income Fund has an expense ratio of 0.47 percent.
Risk is High compared to funds in the same category according to Morningstar.