Effective March 1, 2021, Loomis Sayles bond-fund legend Dan Fuss will step away from his portfolio management duties. That date will coincide with his 45th anniversary at the firm.
Loomis Sayles High Income Opps Instl LSIOX
NAV / 1-Day Return
10.87
/
0.46
%
Total Assets
277.4 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.000
Expense Ratio
0.000
Fee Level
Low
Longest Manager Tenure
16.80
years
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
—Min. Initial Investment
0
Status
Open
TTM Yield
5.58%
Effective Duration
—
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will LSIOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSIOX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LSIOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of LSIOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Loomis Sayles' Veteran Manager Dan Fuss to Step Away From Management Duties; Ratings Unchanged
