About LSGNX
Loomis Sayles Global Bond Fund Class N is an actively managed mutual fund specializing in global fixed-income investments. Its primary objective is to achieve high total return through a combination of current income and capital appreciation by investing at least 80% of its assets in bonds and other fixed-income securities, such as notes and debentures, from issuers worldwide. The fund maintains a significant portion of its portfolio in investment-grade securities but is permitted to allocate up to 20% to below investment-grade debt, providing flexibility to navigate varying market conditions.
A notable feature of the fund is its broad diversification across countries, sectors, and maturities. Holdings include sovereign and corporate bonds from developed and emerging markets, with significant exposure to nations like the United States, Japan, China, France, and Spain. The portfolio emphasizes investment-grade credit quality, but also incorporates agency mortgage-backed securities, asset-backed securities, and a modest allocation to high yield and emerging market debt.
Loomis Sayles Global Bond Fund Class N plays a key role in the market by offering investors access to a diversified, actively managed global bond portfolio, serving as a potential core fixed-income holding for institutional or high-net-worth investors seeking international diversification and professional management.
Fund Family Loomis Sayles Funds
Category World Bond
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol LSGNX
Share Class Class N
Index Bloomberg Global Aggregate Bond TR
LSGNX had a total return of -3.57% in the past year, including dividends. Since the fund's
inception, the average annual return has been 0.73%.
