LSBRX (Loomis Sayles:Bd;Rtl)
Net Asset Value: 14.55 1-Day Return: 0.00 (0.00%) YTD Return as of 2/9/12:Up 5.18%

Classification: Corp Debt BBB Rtd   Objective: Corp Debt BBB Rtd   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

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.

NAV Chart | Growth of $10,000
Fund Chart

Total Returns (As of 2/09/2012)

More
 YTD1Yr3Yr5Yr10Yr
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)3777356

Fund Stats

More
Investment Objective:Corp Debt BBB Rtd
Net Assets ($Mil)8,454.90
Inception Date:1/2/97
Manager Name, TenureTeam 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 NameSymbol% 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)

View Overview for:

Read More Read More Read More Read More