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

Mutual Fund Insights: Loomis Sayles Instl High Income Fund (LSHIX)

In-depth Analysis of Loomis Sayles Instl High Income Fund (LSHIX)

Mutual fund chart: Loomis Sayles Instl High Income Fund (LSHIX)

3 months
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See Loomis Sayles Instl High Income Fund (LSHIX) performance details as of February 28, 2010

  

    Last Trade: $7.73 on 3/19/2010, Change: -0.02 (-0.26%)

  

Fund Manager - Kathleen C. J Gaffney

Fund Manager Tenure: 3.1 years
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)
Gaffney, Vice President of Loomis Sayles, began her investment career in 1984 and joined Loomis Sayles in 1984. Kathleen C. J Gaffney has over 23 years of investment experience. Kathleen C. J Gaffney holds the Chartered Financial Analyst designation.  Get more insights on Kathleen C. J Gaffney

  

What we like about Loomis Sayles Instl High Income Fund (LSHIX) What we like about Loomis Sayles Instl High Income Fund (LSHIX)

Data for Loomis Sayles Instl High Income Fund (LSHIX) as of February 28, 2010

  • Loomis Sayles Instl High Income Fund (LSHIX) management has been with Loomis Sayles Instl High Income Fund for 3.1 years
  • Loomis Sayles Instl High Income Fund (LSHIX) has good short-term performance (1-year return 54.31% vs 45.45 % High Yield Bond category average)
  • Loomis Sayles Instl High Income Fund (LSHIX) has good mid-term performance (3-year return 5.84% vs 2.71 % High Yield Bond category average)
  • Loomis Sayles Instl High Income Fund (LSHIX) has good Long-term performance (5-year return 8.02% vs 4.33 % High Yield Bond category average)
  • Loomis Sayles Instl High Income Fund (LSHIX) ratio of up-years vs down years is greater than 2
  • Loomis Sayles Instl High Income Fund (LSHIX) has a Morningstar rating of 4 and above
  • Loomis Sayles Instl High Income Fund (LSHIX) has an annual stock turnover rate of 37.00% vs High Yield Bond average of 97.73%. It is good that Loomis Sayles Instl High Income management does not trade extensively for its return.
  • Loomis Sayles Instl High Income Fund (LSHIX) has a lower management fee than its High Yield Bond average: 0.72% vs 1.21%
  • Loomis Sayles Instl High Income Fund (LSHIX) 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 Instl High Income Fund (LSHIX) What we are cautious about Loomis Sayles Instl High Income Fund (LSHIX)

Data for Loomis Sayles Instl High Income Fund (LSHIX) as of February 28, 2010

  • Loomis Sayles Instl High Income Fund (LSHIX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.72 that is higher than category average of 15.37
See Loomis Sayles Instl High Income Fund (LSHIX) performance details as of February 28, 2010

  

  

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Loomis Sayles Instl High Income Fund (LSHIX) Net Asset

Track net asset change of Loomis Sayles Instl High Income fund (LSHIX)

DateNet Asset
02/2010$370.35M
01/2010$390.29M
11/2009$456.26M
More historic net asset information on Loomis Sayles Instl High Income Fund (LSHIX)

  

Loomis Sayles Instl High Income Fund (LSHIX) Portfolio Allocation

Track portfolio allocation change of Loomis Sayles Instl High Income fund (LSHIX)

DateCashStockBondOther
11/200910.65%2.37%68.66%18.32%
09/20095.72%2.32%76.04%15.92%
08/20098.68%2.46%74.47%14.39%
Click here to see more historic asset allocation information on Loomis Sayles Instl High Income Fund (LSHIX)

  

Most Recent Top 10 Holdings in Loomis Sayles Instl High Income Fund (LSHIX)

Discover what Loomis Sayles Instl High Income Fund (LSHIX) manager is buying

30-Nov-09
Ontario Prov Cda 4.2% [2.67%]
Canada Govt 2% [1.83%]
SPDR Barclays Capital High Yield Bond [1.66%]
iShares iBoxx $ High Yield Corporate Bd [1.52%]
Vertex Pharmaceuticals Incorpor [1.43%]
Intel 144A Cv [1.41%]
Human Genome Sciences 2.25% [1.24%]
Georgia Pac 8.875% [1.15%]
Lucent Tech 6.45% [1.05%]
Advcd Micro Devices 5.75% [1.01%]

30-Sep-09
Ontario Prov Cda 4.2% [2.6%]
Canada Govt 2% [1.77%]
SPDR Barclays Capital High Yield Bond [1.66%]
Citigroup 5% [1.6%]
iShares iBoxx $ High Yield Corporate Bd [1.51%]
Vertex Pharmaceuticals Incorpor [1.38%]
Intel 144A Cv [1.35%]
Elan Fin Plc / Elan Fin 7.75% [1.16%]
Lucent Tech 6.45% [1.1%]
Georgia Pac 8.875% [1.09%]

31-Aug-09
Ontario Prov Cda 4.2% [2.74%]
SPDR Barclays Capital High Yield Bond [1.72%]
Citigroup 5% [1.68%]
iShares iBoxx $ High Yield Corporate Bd [1.57%]
Vertex Pharmaceuticals Incorpor [1.49%]
Intel 144A Cv [1.47%]
Elan Fin Plc / Elan Fin 7.75% [1.21%]
Georgia Pac 8.875% [1.12%]
Lucent Tech 6.45% [1.08%]
United States Stl Corp New 6.05% [1.06%]
Click here for Stock Holding Change Map in Loomis Sayles Instl High Income Fund (LSHIX)

  

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