About LBFAX
Loomis Sayles Bond Fund – Class A is a mutual fund in the general bond category designed to provide income with a secondary objective of capital appreciation. It invests across a diversified fixed income portfolio, including investment grade credit, securitized assets, high yield credit, U.S. Treasuries, emerging market credit, bank loans, non-U.S. dollar bonds, and small equity positions. The fund features a broad credit quality distribution, with significant allocations to BAA-rated bonds, alongside lower-rated high yield and emerging market debt, and maintains an intermediate average maturity and duration. Managed by Loomis Sayles, it belongs to a family of fixed income products focused on various bond strategies such as core plus, global, high income, and investment grade. Loomis Sayles Bond Fund – Class A serves investors seeking balanced fixed income exposure through active management that emphasizes income generation and potential upside in credit markets.
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 2.11% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.44%.
