About LBFAX
Loomis Sayles Bond Fund – Class A is an actively managed mutual fund focused on achieving a high total investment return through a blend of current income and capital appreciation. The strategy is **multisector** in scope, giving the portfolio flexibility to allocate across global fixed income markets, including investment‑grade corporate bonds, securitized assets, and government securities, while retaining discretion to invest in **high yield**, **foreign**, and **non‑U.S. dollar** bonds within defined limits. The fund is managed by an experienced Loomis Sayles team using a **high‑conviction, research‑driven** process that emphasizes deep fundamental credit work, security selection, and cross‑sector relative value. Its benchmark is the **Bloomberg U.S. Aggregate Index**, providing a broad reference for U.S. core fixed income. The fund may also tactically use preferred and common stock to support its total return objective. Within the market, it serves as a **core‑plus** fixed income option for investors seeking diversified credit exposure and the potential to enhance income and total return versus traditional aggregate‑only approaches, supported by disciplined risk awareness tools integrated into the investment process.
Fund Family Loomis Sayles Funds
Category Multisector Bond
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LBFAX
Share Class Admin Class
Index Bloomberg U.S. Government/Credit Bond TR
LBFAX had a total return of 9.22% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.95%.
