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LSIIX Loomis Sayles Investment Grade Bond Y

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Fund LSIIX Loomis Sayles Investment Grade Bond Y
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Similarity
?
100%
Annual Fees
?
$59.24
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$15,857.28
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 4.45%
3 YR 1.91%
5 YR 3.98%
10 YR 5.65%
Description
The investment seeks high total investment return through a combination of current income and capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings made for investment purposes) in investment grade fixed-income securities. It may invest up to 10% of its assets in below investment grade fixed-income securities (also known as "junk bonds"). The fund has the flexibility to invest up to 10% of its assets in equity securities (such as common stocks, preferred stocks and investment companies), but will limit its investments in common stocks to 5% of its assets. It may invest in fixed-income securities of any maturity.

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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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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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