About LSFIX
The Loomis Sayles Fixed Income Fund Institutional Class is a diversified mutual fund specializing in fixed income securities, aiming primarily for a high total investment return by combining current income with capital appreciation. Managed by an experienced team, the fund employs an active, multi-sector approach—investing across global fixed income markets including US Treasuries, corporate bonds, asset-backed securities, and may allocate up to 40% in foreign securities, of which 20% can be non-US dollar denominated, and up to 35% in high-yield bonds. This flexibility allows the fund to seek value across a broad spectrum of credit qualities and regions, including emerging markets. The fund can also invest up to 20% in preferred and common stock, providing additional return potential through select equity exposure. With a moderate interest rate sensitivity and a medium credit risk profile, the fund targets institutional investors seeking diversified bond exposure with the resources to withstand periods of market volatility. Its role in the financial market is to provide sophisticated fixed income diversification, return enhancement, and risk management for large-scale investors within the multisector bond category.
Fund Family Loomis Sayles Funds
Category Multisector Bond
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol LSFIX
Share Class Institutional Class
Index Bloomberg U.S. Government/Credit Bond TR
LSFIX had a total return of -0.62% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.51%.
