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Loomis Sayles Bond Retail (LSBRX) Fund Ranking and Research

Ranking, Research and Recommendation of Loomis Sayles Bond Retail (LSBRX) Fund

    Last Trade: $13.84 on 3/29/2017, Change: +0.03 (0.22%)

 

Graph of Loomis Sayles Bond Retail Fund (LSBRX) ManagerFund Manager - Daniel J. Fuss

Fund Manager Information

Fund Manager Tenure: 25.9 years
Similar Funds: LSBDX 
Fund Family: Loomis Sayles Funds
Fund Category: Multisector Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)
Honorable Mentioning: US News (2011), Kiplinger (2011),
Dan Fuss, CFA, CIC: began investment career in 1958; joined Loomis Sayles in 1976; has managed the Fund since inception; MBA, Marquette University.  Get more insights on Daniel J. Fuss

 

Graph of Loomis Sayles Bond Retail Fund (LSBRX) ProfileLoomis Sayles Bond Retail Fund (LSBRX) Profile

Fund Profile and Description

Loomis Sayles Bond Retail Fund seeks high total investment return through a combination of current income and capital appreciation. Loomis Sayles Bond Retail Fund normally invests at least 80% of assets in fixed-income securities. It invests up to 35% of assets in lower-quality fixed-income securities and up to 20% of assets in preferred stocks. Loomis Sayles Bond Retail Fund may invest in fixed-income securities of any maturity.

 

Loomis Sayles Bond Retail (LSBRX) Fund Strength What we like about Loomis Sayles Bond Retail (LSBRX) Fund

Data for Loomis Sayles Bond Retail Fund (LSBRX) as of May 30, 2016

  • Loomis Sayles Bond Retail Fund (LSBRX) management has been with Loomis Sayles Bond Retail Fund for 25.9 years
  • Loomis Sayles Bond Retail Fund (LSBRX) ratio of up-years vs down years is greater than 2
  • Loomis Sayles Bond Retail Fund (LSBRX) has an annual stock turnover rate of 22.00% vs Multisector Bond average of 88.02%. It is good that Loomis Sayles Bond Retail management does not trade extensively for its return.
  • Loomis Sayles Bond Retail Fund (LSBRX) has a lower expense ratio than its Multisector Bond average: 0.89% vs 1.03%

Loomis Sayles Bond Retail Fund (LSBRX) Weakness What we are cautious about Loomis Sayles Bond Retail (LSBRX) Fund

Data for Loomis Sayles Bond Retail Fund (LSBRX) as of May 30, 2016

  • Loomis Sayles Bond Retail Fund (LSBRX) has a less-than-ideal short-term performance (1-year return -2.66% vs -0.06% Multisector Bond category median performance)
  • Loomis Sayles Bond Retail Fund (LSBRX) has a less-than-ideal mid-term performance (3-year return 1.09% vs 1.94% Multisector Bond category median performance)
  • Loomis Sayles Bond Retail Fund (LSBRX) has a less-than-ideal Long-term performance (5-year return 3.45% vs 3.57% Multisector Bond category median performance)
  • Loomis Sayles Bond Retail Fund (LSBRX) has a Morningstar rating of 3 and below
  • Loomis Sayles Bond Retail Fund (LSBRX) is less safe compared to its Multisector Bond peers
  • Loomis Sayles Bond Retail Fund (LSBRX) does not have a good risk adjusted return as its 3-year Alpha of -0.74 is worse than category average of -0.22, and its 3-year Sharpe ratio is 0.19
  • Loomis Sayles Bond Retail Fund (LSBRX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.22 that is higher than category average of 4.44
  • Even though Loomis Sayles Bond Retail Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Loomis Sayles Bond Retail Fund (LSBRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Loomis Sayles Bond Retail Fund (LSBRX)Compare with other top Multisector Bond category mutual funds

Aadditional top Multisector Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Loomis Sayles Bond Retail4.49-2.661.093.45
PIMCO Income Instl (PIMIX)3.692.744.497.80Compare
JHancock Income I (JSTIX)2.902.142.483.77Compare
Performance Trust Strategic Bond (PTIAX)2.714.834.246.37Compare

See top fund managers for Multisector Bond Category Funds

 

Graph of Loomis Sayles Bond Retail Fund (LSBRX) Net Asset TrackingLoomis Sayles Bond Retail (LSBRX) Fund Net Asset

Track net asset change of Loomis Sayles Bond Retail fund (LSBRX)

DateNet Asset
05/2016$15.34B
03/2016$15.92B
02/2016$15.36B
More historic net asset information on Loomis Sayles Bond Retail Fund (LSBRX)

  

Graph of Loomis Sayles Bond Retail Fund (LSBRX) Portfolio TrackingLoomis Sayles Bond Retail (LSBRX) Fund Portfolio Allocation

Track portfolio allocation change of Loomis Sayles Bond Retail fund (LSBRX)

DateCashStockBondOther
04/201611.81%8.32%67.97%4.18%
02/201610.07%8%70.24%3.78%
01/20169.82%7.85%70.86%3.14%
Click here to see more historic asset allocation information on Loomis Sayles Bond Retail Fund (LSBRX)

 

graph of Loomis Sayles Bond Retail Fund (LSBRX) Top 10 Position TrackingTop 10 Holdings in Loomis Sayles Bond Retail (LSBRX) Fund

Discover what Loomis Sayles Bond Retail Fund (LSBRX) manager is buying

Apr 29, 2016
Intel Corporation [3.58%]
Intel Cv 3.25% [3.07%]
Canada Govt 0.25% [3.03%]
Canada Govt 0.3% [2.77%]
Ford Motor Company Common Stock [1.86%]
United Mexican States 8% [1.68%]
United Mexican States 10% [1.66%]
Bristol-Myers Squibb Company Co [1.57%]
Canada Govt 1.25% [1.31%]
Amer Airls Grp 144A 5.5% [1.27%]

Feb 28, 2016
Intel Corporation [3.65%]
Intel Cv 3.25% [3.12%]
Canada Govt 0.25% [2.93%]
Canada Govt 0.3% [2.7%]
Ford Motor Company Common Stock [1.79%]
United Mexican States 8% [1.64%]
United Mexican States 10% [1.62%]
Bristol-Myers Squibb Company Co [1.41%]
Amer Airls Grp 144A 5.5% [1.38%]
Canada Govt 1.25% [1.28%]

Jan 30, 2016
Intel Corporation [3.7%]
Intel Cv 3.25% [3.11%]
Canada Govt 0.25% [2.74%]
Canada Govt 0.3% [2.53%]
Ford Motor Company Common Stock [1.65%]
United Mexican States 8% [1.59%]
United Mexican States 10% [1.57%]
Bristol-Myers Squibb Company Co [1.37%]
Amer Airls Grp 144A 5.5% [1.32%]
Canada Govt 1.25% [1.19%]
Click here for Stock Holding Change Map in Loomis Sayles Bond Retail Fund (LSBRX)

  

Latest News on Loomis Sayles Bond Retail (LSBRX) Fund

See what is happening with Loomis Sayles Bond Retail Fund (LSBRX)

 

Loomis Sayles Bond Retail Fund (LSBRX) Related ResourcesSee more information on Loomis Sayles Bond Retail (LSBRX) Fund

Popular pages on Loomis Sayles Bond Retail (LSBRX) Fund

  

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