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Loomis Sayles Bond Instl LSBDX

Analyst rating as of
NAV / 1-Day Return
13.18  /  0.23 %
Total Assets
9.0 Bil
Adj. Expense Ratio
0.670%
Expense Ratio
0.670%
Fee Level
Average
Longest Manager Tenure
29.44 years
Category
US Fund Multisector Bond
Credit Quality / Interest Rate Sensitivity
Low / Extensive
Min. Initial Investment
100,000
Status
Open
TTM Yield
3.43%
Effective Duration
7.52 years
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Morningstar’s Analysis

Will LSBDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Loomis Sayles Bond's Common Stock Limit Change Should Not Be Too Impactful; We Maintain Our Ratings

Analyst Note

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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.

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