About LSBDX
Loomis Sayles Bond Fund Institutional Class is an actively managed multisector bond mutual fund designed to deliver high total return through a blend of current income and capital appreciation. The strategy ranges broadly across global fixed income markets, employing a high‑conviction, research‑driven approach that seeks value across credit cycles. The portfolio may allocate to diverse sectors including investment‑grade and high yield corporate bonds, securitized assets, and government securities, with flexibility to invest in foreign and emerging‑market debt, non‑U.S. dollar exposures, and limited equity and preferred securities. Guided by an experienced team, the fund emphasizes rigorous bottom‑up credit research complemented by risk‑awareness tools to calibrate interest‑rate and credit exposures. Positioned within the multisector bond category, it serves as a core‑plus fixed income solution that can complement traditional aggregate bond allocations by tapping cross‑sector opportunities and active duration management. Established in 1991, the fund targets institutional investors and maintains policies that allow meaningful, but risk‑managed, allocations to below‑investment‑grade and international instruments to pursue its total‑return objective.
Fund Family Loomis Sayles Funds
Category Multisector Bond
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol LSBDX
Share Class Institutional Class
Index Bloomberg U.S. Government/Credit Bond TR
LSBDX had a total return of -1.59% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.14%.
