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LSGNX Loomis Sayles Global Bond N

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Fund LSGNX Loomis Sayles Global Bond N VTABX Vanguard Total Intl Bd Idx Admiral™ BNDX Vanguard Total International Bond ETF  
Similarity
?
100% 87% 87%
Annual Fees
?
$64.19
(0.63% Exp. Ratio)
$14.26
(0.14% Exp. Ratio)
$15.28
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$14,515.20 $16,823.30 $16,772.83
Est. savings over 30 yrs +$2,308.10 +$2,257.63
Return
As of 11/30/16
1 YR RETURN 3.71%
3 YR -0.40%
5 YR 0.99%
10 YR 3.50%
1 YR RETURN 3.84%
3 YR 4.44%
5 YR --
10 YR --
1 YR RETURN 3.86%
3 YR 4.44%
5 YR --
10 YR --
Description
The investment seeks high total investment return through a combination of high current income and capital appreciation. The fund will normally invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities (for example, bonds and other investments that Loomis Sayles believes have similar economic characteristics, such as notes, debentures and loans). The fund invests primarily in investment-grade fixed-income securities worldwide, although it may invest up to 20% of its assets in below investment-grade fixed-income securities (commonly known as "junk bonds").
The investment seeks to track the performance of a benchmark index that measures the investment return of non-U.S. dollar-denominated investment-grade bonds. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged). This index provides a broad-based measure of the global, investment-grade, fixed-rate debt markets. It is non-diversified.
The investment seeks to track the performance of a benchmark index that measures the investment return of non-U.S. dollar-denominated investment-grade bonds. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged). This index provides a broad-based measure of the global, investment-grade, fixed-rate debt markets. It is non-diversified.

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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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