3 / 5 Stars
4 4 5 5 1
Zacks Investment Research
Standard & Poor's
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.
The fund has returned -0.17 percent over the past year, and 2.73 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.5%|
|3 Years (Annualized)||2.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
Loomis Sayles Strategic Alpha Fund has an expense ratio of 0.87 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.