Loomis Sayles Strategic Alpha Fund

Scorecard
3 / 5 Stars
Lipper
3 3 5 4 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
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TheStreet.com
E+ (Sell)

U.S. News evaluated 75 Nontraditional Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -1.23 percent over the past year, and 1.70 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 0.2%
1 Year -1.2%
3 Years (Annualized) 1.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide an attractive absolute total return, complemented by prudent investment management designed to manage risks and protect investor capital; to achieve these returns with relatively low volatility is a secondary goal. The fund may invest up to 100% of its total assets in high yield securities and derivatives that have returns related to the returns on high yield securities. It may invest up to 50% of its total assets in investments denominated in non-U.S. currencies and related derivatives including up to 20% in investments denominated in emerging market currencies and related derivatives. The fund is non-diversified.

Fees

Fees are High compared to funds in the same category.
Loomis Sayles Strategic Alpha Fund has an expense ratio of 1.87 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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