Loomis Sayles Bond Instl
399 Boylston Street 12th Floor Boston MA 02116
Map
Phone: 800-633-3330
| Category: | Multisector Bond | | Fund Family: | Loomis Sayles Funds | | Net Assets: | 8.97B | | Year-to-Date Return: | -3.77% | | Yield: | 7.47% | | Morningstar Rating: |  | | Fund Inception Date: | 16-May-91 |
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Daniel J. Fuss
Lead Manager since
16-May-91 | | | Fuss is an executive vice president, director, and managing partner of Loomis, Sayles & Company, his employer since 1976. Prior to joining the company, he spent more than four years as a vice president with The Boston Company. He also worked for the Endowment Management & Research Company. Fuss holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $100,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks high total investment return through a combination of current income and capital appreciation. The fund normally invests at least 80% of assets in fixed-income securities. It invests up to 35% of assets in lower rated fixed-income securities and up to 20% of assets in preferred stocks. The fund may invest in fixed-income securities of any maturity. |
| Last Dividend
(26-Aug-08):
| 0.08 | | Last Cap Gain
(8-Dec-98):
| 0.44 | | Annual Holdings Turnover
| 20.00% | | Average for Category:
| 164.39% |
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| Expense | LSBDX | Category
Avg | | Total Expense Ratio: | 0.67%
| 1.20% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.26% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$214 | $579 | | 5 Yr Expense Projection*: |
$373 | $889 | | 10 Yr Expense Projection*: |
$835 | $1,758 |
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1.49% Nasdaq 
0.27%
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