Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | LSGBX Insights | LSGBX Score | LSGBX Performance | LSGBX Manager | LSGBX News | LSGBX Allocation | LSGBX Holdings Change

Mutual Fund Insights: Loomis Sayles Global Bond Instl Fund (LSGBX)

In-depth Analysis of Loomis Sayles Global Bond Instl Fund (LSGBX)

Mutual fund chart: Loomis Sayles Global Bond Instl Fund (LSGBX)

3 months
6 months
1 year
3 year
5 year

See Loomis Sayles Global Bond Instl Fund (LSGBX) performance details as of January 31, 2010

  

    Last Trade: $16.05 on 3/19/2010, Change: -0.05 (-0.31%)

  

Fund Manager - David Rolley

Fund Manager Tenure: 9.6 years   [Similar Funds: LSGLX ]
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)
David Rolley, CFA: began investment career in 1980; joined Loomis Sayles in 1994; has managed the Fund since inception; BA, Occidental College.  Get more insights on David Rolley

  

What we like about Loomis Sayles Global Bond Instl Fund (LSGBX) What we like about Loomis Sayles Global Bond Instl Fund (LSGBX)

Data for Loomis Sayles Global Bond Instl Fund (LSGBX) as of January 31, 2010

  • Loomis Sayles Global Bond Instl Fund (LSGBX) management has been with Loomis Sayles Global Bond Instl Fund for 9.6 years
  • Loomis Sayles Global Bond Instl Fund (LSGBX) has good short-term performance (1-year return 24.74% vs 16.37% World Bond category average)
  • Loomis Sayles Global Bond Instl Fund (LSGBX) has good mid-term performance (3-year return 7.17% vs 6.86% World Bond category average)
  • Loomis Sayles Global Bond Instl Fund (LSGBX) has good Long-term performance (5-year return 5.08% vs 4.46% World Bond category average)
  • Loomis Sayles Global Bond Instl Fund (LSGBX) has a Morningstar rating of 4 and above
  • Loomis Sayles Global Bond Instl Fund (LSGBX) has an annual stock turnover rate of 75.00% vs World Bond average of 180.34%. It is good that Loomis Sayles Global Bond Instl management does not trade extensively for its return.
  • Loomis Sayles Global Bond Instl Fund (LSGBX) has a lower management fee than its World Bond average: 0.68% vs 1.13%
  • Loomis Sayles Global Bond Instl Fund (LSGBX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Loomis Sayles Global Bond Instl Fund (LSGBX) What we are cautious about Loomis Sayles Global Bond Instl Fund (LSGBX)

Data for Loomis Sayles Global Bond Instl Fund (LSGBX) as of January 31, 2010

  • Loomis Sayles Global Bond Instl Fund (LSGBX) ratio of up-years vs down years can be improved
  • Loomis Sayles Global Bond Instl Fund (LSGBX) is less safe compared to its World Bond peers
  • Loomis Sayles Global Bond Instl Fund (LSGBX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.73 that is higher than category average of 8.78
See Loomis Sayles Global Bond Instl Fund (LSGBX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar World Bond category?

Below are some additional World Bond mutual funds generated out of our database

  

Loomis Sayles Global Bond Instl Fund (LSGBX) Net Asset

Track net asset change of Loomis Sayles Global Bond Instl fund (LSGBX)

DateNet Asset
01/2010$1.11B
11/2009$1.10B
10/2009$1.06B
More historic net asset information on Loomis Sayles Global Bond Instl Fund (LSGBX)

  

Loomis Sayles Global Bond Instl Fund (LSGBX) Portfolio Allocation

Track portfolio allocation change of Loomis Sayles Global Bond Instl fund (LSGBX)

DateCashStockBondOther
11/20096.27%0.1%92.7%0.92%
09/20095.37%0.11%93.49%1.03%
08/20094.15%0.09%94.58%1.18%
Click here to see more historic asset allocation information on Loomis Sayles Global Bond Instl Fund (LSGBX)

  

Most Recent Top 10 Holdings in Loomis Sayles Global Bond Instl Fund (LSGBX)

Discover what Loomis Sayles Global Bond Instl Fund (LSGBX) manager is buying

30-Nov-09
Germany (Federal Republic Of) 4% [4.31%]
Germany (Federal Republic Of) 4% [3.92%]
Belgium (Kingdom Of) 5.5% [3.03%]
Germany (Federal Republic Of) 3.75% [2.94%]
Japan (Government Of) 1.4% [2.52%]
US Treasury Note 2.625% [2.22%]
Canada Govt 4.5% [2.09%]
Norway (Kingdom Of) 6.5% [2.01%]
Depfa Acs Bk 1.65% [1.95%]
Uk(Govt Of) 4% [1.94%]

30-Sep-09
Germany (Federal Republic Of) 4% [3.62%]
Belgium (Kingdom Of) 5.5% [2.71%]
Germany (Federal Republic Of) 3.75% [2.68%]
US TREASURY NOTE [2.35%]
Canada Govt 4.5% [2.2%]
Germany (Federal Republic Of) 4% [2.17%]
Norway (Kingdom Of) 6.5% [2.1%]
Depfa Acs Bk 1.65% [1.95%]
Germany (Federal Republic Of) 3.75% [1.95%]
Sps106q41 Cds Usd R F .00000 [1.82%]

31-Aug-09
US TREASURY NOTE [4.61%]
Germany (Federal Republic Of) 4% [3.67%]
Belgium (Kingdom Of) 5.5% [2.75%]
Germany (Federal Republic Of) 3.75% [2.71%]
Canada Govt 4.5% [2.23%]
Germany (Federal Republic Of) 4% [2.2%]
Norway (Kingdom Of) 6.5% [2.11%]
Sps106q41 Cds Usd R F .00000 [1.89%]
Sps106q41 Cds Usd P F 1.00000 [1.88%]
Japan (Government Of) 1.4% [1.82%]
Click here for Stock Holding Change Map in Loomis Sayles Global Bond Instl Fund (LSGBX)

  

Related books and products to Loomis Sayles Global Bond Instl Fund (LSGBX)

  

Latest News on Loomis Sayles Global Bond Instl (LSGBX)

See what is happening with Loomis Sayles Global Bond Instl Fund (LSGBX)

 

Books and Resources

 

 

See more information on Loomis Sayles Global Bond Instl Fund (LSGBX)