About LSHIX
The Loomis Sayles Institutional High Income Fund is an open-end mutual fund designed to provide investors with a high total investment return through a blend of current income and capital appreciation. Managed by a team of experienced portfolio managers, the fund primarily invests in below investment-grade fixed income securities, commonly referred to as high yield or "junk" bonds. Leveraging a high conviction, active credit management approach, the fund seeks opportunities both within and outside its benchmark by exploiting cross-sector dynamics in the global high yield market. Its strategy allows investments in Canadian and other foreign issuers, including emerging markets, with no set limit on allocations to equity securities, adding flexibility and diversification potential. The fund’s deep, value-driven research process emphasizes identifying undervalued securities and employs robust risk awareness tools to navigate credit, interest rate, and currency risks. With a history dating back to 1996, the Loomis Sayles Institutional High Income Fund holds a significant presence in the high yield bond category, offering institutional investors a vehicle focused on high income generation and robust credit research within global fixed income markets.
Fund Family Loomis Sayles Funds
Category High Yield Bond
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol LSHIX
Share Class Institutional Class
Index Bloomberg U.S. Corporate High Yield TR
LSHIX had a total return of 6.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.64%.
