LSBRX (Loomis Sayles:Bd;Rtl)
Net Asset Value: 14.55
1-Day Return:
0.00 (0.00%)
YTD Return as of 2/9/12:
5.18%
Classification: Corp Debt BBB Rtd Objective: Corp Debt BBB Rtd Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
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Total Returns (As of 2/09/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 5.18 | 7.01 | 18.09 | 7.12 | 10.16 |
| Classification | 1.95 | 9.48 | 12.42 | 6.61 | 6.35 |
| Index (S&P 500) | 7.70 | 4.50 | 18.30 | 0.90 | 4.20 |
| % Rank in Class (1-best,100=worst) | 3 | 77 | 7 | 35 | 6 |
Fund Stats
More| Investment Objective: | Corp Debt BBB Rtd |
|---|---|
| Net Assets ($Mil) | 8,454.90 |
| Inception Date: | 1/2/97 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 0.92% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 9/30/11)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Corporate Notes/bonds | NA | 43.68 |
| Fgn. Currency Denominated Bonds | NA | 32.40 |
| Convertible Securities | NA | 8.98 |
| Common Stock | NA | 4.84 |
| Preferred Stock-non Convertible | NA | 0.72 |
| Asset Backed Securities | NA | 0.28 |
| Us$ Denominated Fgn. Gvt. | NA | 0.14 |
| % of Total Holdings | 91.04 | |
Stories & Blogs: Around the Web
| 1/9/2012 | Triumph of the Cheapskate (Barrons.com) |
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