Loomis Sayles Funds - Bond Fund Retail Class (Trust I) (LSBRX) Research
The fund primarily aims to achieve a robust total return by combining ongoing income generation with capital growth. Typically, at least 80% of its net assets, including any borrowed capital used for investment, will be allocated to fixed-income instruments. A minimum of 55% of these net assets is ordinarily committed to fixed-income securities rated as investment-grade. Additionally, the fund has the flexibility to invest up to 35% of its holdings in lower-rated fixed-income securities, commonly known as "junk bonds," and up to 20% in equity investments, including both common and preferred stocks.
Market snapshot
- Symbol
- LSBRX
- Price
- $11.90
- Day change
- +0.08%
- Market cap
- $4.3B
- 52-week range
- 11.83-12.27
- Sector
- Financial Services
- Industry
- Asset Management - Bonds
Peer companies
- BlackRock Advantage Small Cap Core Fund - Class A (BDSAX)
- The Hartford Total Return Bond Fund Class Y (HABYX)
- T. Rowe Price Floating Rate Fund, Inc. (PRFRX)
- Alger Spectra Fund Class A (SPECX)
- SEI Institutional Managed Trust Tax Managed Large Cap Fund (STLYX)
- Smead Value Fund Class Y (SVFYX)
- TIAA-CREF Lifecycle 2030 Fund Retirement Class (TCLNX)
- SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F (TMLCX)
Open Loomis Sayles Funds - Bond Fund Retail Class (Trust I) (LSBRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.