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LSHIX Loomis Sayles Instl High Income

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Fund LSHIX Loomis Sayles Instl High Income ANGL VanEck Vectors Fallen Angel HiYld Bd ETF  
100% 85%
Annual Fees
(0.68% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$14,811.13 $16,360.85
Est. savings over 30 yrs +$1,549.72
As of 9/30/16
1 YR RETURN 12.53%
3 YR 4.64%
5 YR 9.14%
10 YR 7.87%
1 YR RETURN 19.49%
3 YR 9.19%
5 YR --
10 YR --
The investment seeks high total investment return through a combination of current income and capital appreciation. The fund will invest primarily in below investment-grade fixed-income securities (commonly known as "junk bonds") and other securities that are expected to produce a relatively high level of income (including income-producing preferred stocks and common stocks). The fund's fixed-income securities investments may include unrated securities (securities that are not rated by a rating agency) if Loomis Sayles determines that the securities are of comparable quality to rated securities that the fund may purchase.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the BofA Merrill Lynch US Fallen Angel High Yield Index (the "Fallen Angel Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of below investment grade corporate bonds denominated in U.S. dollars that were rated investment grade at the time of issuance.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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