| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
4
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#2 in Long-Term Bond
U.S. News evaluated 30 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Loomis Sayles Funds funds
Performance
The fund has returned 10.60 percent over the past year, 9.29 percent over the past three years, 8.90 percent over the past five years, and 9.08 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.3% |
| 1 Year | 10.6% |
| 3 Years (Annualized) | 9.3% |
| 5 Years (Annualized) | 8.9% |
| 10 Years (Annualized) | 9.1% |
Summary
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
Fees are Average compared to funds in the same category.
Loomis Sayles Investment Grade Fixed Income Fund has an expense ratio of 0.48 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
