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Loomis Sayles Funds - Bond Fund Retail Class (Trust I) (LSBRX)

The fund primarily aims to achieve a robust total return by combining ongoing income generation with capital growth. Typically, at least 80% of its net assets, including any borrowed capital used for investment, will be allocated to fixed-income instruments. A minimum of 55% of these net assets is ordinarily committed to fixed-income securities rated as investment-grade. Additionally, the fund has the flexibility to invest up to 35% of its holdings in lower-rated fixed-income securities, commonly known as "junk bonds," and up to 20% in equity investments, including both common and preferred stocks.

LSBRX Mutual Fund Chart & Stats

$11.45
At close: 4:00 PM EST
$11.4$11.5$11.6Oct 19Oct 26Nov 2Nov 9
Previous Close
$11.45
Sub-Category
Diversified Bonds
Total Liabilities
$112.05M
Expense Ratio
0.89%
Holding Count
738
Brand
Loomis Sayles Funds I
Category
Fixed-Income
Total Assets
4.44B
Shares Outstanding
N/A
52-Week Range
$11.39 - $12.27