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Loomis Sayles Bond Retail LSBRX

Analyst rating as of
  • NAV / 1-Day Return 11.75  /  0.09 %
  • Total Assets 5.3 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 4.89%
  • Effective Duration 5.40 years

Morningstar’s Analysis LSBRX

Will LSBRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Recent struggles don't diminish this fund's qualities.

Associate Director

Summary

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Loomis Sayles Bond's topnotch leadership team and differentiated approach have served patient investors well over the long run, supporting its Morningstar Analyst Rating of Silver for its cheaper share classes and Bronze for its most expensive.

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