Effective July 15, 2020, Loomis Sayles Bond's 10% sublimit on common stocks will be removed, and the strategy will be able to invest up to 20% of its assets in equity securities of any type, including common stocks and preferred stocks. The strategy can currently hold up to 20% in equity securities with a 10% maximum allocation to common stocks.
Will LSBDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSBDX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LSBDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LSBDX’s parent organization’s priorities and whether they’re in line with investors’ interests.