Morningstar

Loomis Sayles Income Fund Institutional Class LSBDX

Medalist Rating as of Oct 29, 2026 See Natixis Investment Hub

Strategy

The investment seeks to provide income with a secondary objective of capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities. It will normally invest at least 55% of its net assets in investment-grade fixed-income securities. The fund may also invest up to 35% of its assets in below investment-grade fixed-income securities (commonly known as "junk bonds") and up to 20% of its assets in equity securities, such as common stocks and preferred stocks.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LSBRX	Loomis Sayles Income Fund Retail Class	No Load	Open			Dec 31, 1996	$545.07M	0.890%	Above Average	$2,500	−$97.57M
LBFAX	Loomis Sayles Income Fund Admin Class	No Load	Open			Jan 2, 1998	$27.61M	1.140%	High	$0	−$836,844.34
LSBDX	Loomis Sayles Income Fund Institutional Class	Institutional	Open			May 16, 1991	$2.95B	0.640%	Average	$100,000	−$203.73M
LSBNX	Loomis Sayles Income Fund Class N	Institutional	Open			Feb 1, 2013	$587.80M	0.590%	Low	$1M	$37.36M

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