The following is an excerpt from Morningstar's Premium Analyst Report for Loomis Sayles Bond LSBDX , a multisector bond fund that receives a Gold Morningstar Analyst Rating. Morningstar.com Premium Members can click here to see the full Analyst Report. Not a Premium Member? Take a free Premium ...
Perception of a security and sector carries critical importance in the Loomis Sayles Bond manager's long-term process.
The Gold-rated fund's strong research team and patient, flexible approach with the portfolio are some of the secrets to its success, says Morningstar's Sarah Bush.
The Loomis Sayles Bond manager expects rates to trend higher, but growing geopolitical tensions are reasons for concern in the credit markets.
Morningstar readers name their favorite core bond funds, TIPS, and allocation vehicles for the middle portion of their portfolios.
These durable strategies have bested the market over time.
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.
We update the performance--and make one small adjustment--to our middle-of-the-road portfolio.
We make a minor adjustment and check up on the performance of this ETF-oriented portfolio ideal for retirees with long time horizons.