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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 53 Nontraditional 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 9.18 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.1% |
| 1 Year | 9.2% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide an attractive absolute total return, complemented by prudent investment management designed to manage risks and protect investor capital; the secondary goal of the fund is to achieve these returns with relatively low volatility. The fund may invest up to 100% of its total assets in below investment-grade fixed-income securities and derivatives that have returns related to the returns on below investment-grade fixed-income securities. It may invest up to 50% of its total assets in investments denominated in non-U.S. currencies and related derivatives. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Loomis Sayles Strategic Alpha Fund has an expense ratio of 1.87 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
