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

Mutual Fund Insights: Loomis Sayles Global Bond Retail Fund (LSGLX)

In-depth Analysis of Loomis Sayles Global Bond Retail Fund (LSGLX)

Mutual fund chart: Loomis Sayles Global Bond Retail Fund (LSGLX)

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See Loomis Sayles Global Bond Retail Fund (LSGLX) performance details as of February 28, 2010

  

    Last Trade: $15.91 on 3/19/2010, Change: -0.05 (-0.31%)

  

Fund Manager - Lynda L. Schweitzer

Fund Manager Tenure: 3.1 years   [Similar Funds: LSGBX ]
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)
Lynda Schweitzer, CFA; began investment career 1990; joined Loomis Sayles in 2001; has managed the Fund since 2008; MBA, Boston University.  Get more insights on Lynda L. Schweitzer

  

What we like about Loomis Sayles Global Bond Retail Fund (LSGLX) What we like about Loomis Sayles Global Bond Retail Fund (LSGLX)

Data for Loomis Sayles Global Bond Retail Fund (LSGLX) as of February 28, 2010

  • Loomis Sayles Global Bond Retail Fund (LSGLX) management has been with Loomis Sayles Global Bond Retail Fund for 3.1 years
  • Loomis Sayles Global Bond Retail Fund (LSGLX) has good short-term performance (1-year return 28.64% vs 20.23 % World Bond category average)
  • Loomis Sayles Global Bond Retail Fund (LSGLX) has good Long-term performance (5-year return 4.67% vs 4.47 % World Bond category average)
  • Loomis Sayles Global Bond Retail Fund (LSGLX) ratio of up-years vs down years is greater than 2
  • Loomis Sayles Global Bond Retail Fund (LSGLX) has a Morningstar rating of 4 and above
  • Loomis Sayles Global Bond Retail Fund (LSGLX) has an annual stock turnover rate of 75.00% vs World Bond average of 150.46%. It is good that Loomis Sayles Global Bond Retail management does not trade extensively for its return.
  • Loomis Sayles Global Bond Retail Fund (LSGLX) has a lower management fee than its World Bond average: 1.00% vs 1.13%

  

What we are cautious about Loomis Sayles Global Bond Retail Fund (LSGLX) What we are cautious about Loomis Sayles Global Bond Retail Fund (LSGLX)

Data for Loomis Sayles Global Bond Retail Fund (LSGLX) as of February 28, 2010

  • Loomis Sayles Global Bond Retail Fund (LSGLX) has a less-than-ideal mid-term performance (3-year return 6.23% vs 6.39 % World Bond category average)
  • Loomis Sayles Global Bond Retail Fund (LSGLX) is less safe compared to its World Bond peers
  • Loomis Sayles Global Bond Retail Fund (LSGLX) does not have a good risk adjusted return as its 3-year Alpha of -3.32 is worse than category average of -1.45, and its 3-year Sharpe ratio is 0.45
  • Loomis Sayles Global Bond Retail Fund (LSGLX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.69 that is higher than category average of 8.76
  • Even though Loomis Sayles Global Bond Retail Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Loomis Sayles Global Bond Retail Fund (LSGLX) performance details as of February 28, 2010

  

  

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Loomis Sayles Global Bond Retail Fund (LSGLX) Net Asset

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

DateNet Asset
02/2010$2.09B
01/2010$997.67M
11/2009$999.94M
More historic net asset information on Loomis Sayles Global Bond Retail Fund (LSGLX)

  

Loomis Sayles Global Bond Retail Fund (LSGLX) Portfolio Allocation

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

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 Retail Fund (LSGLX)

  

Most Recent Top 10 Holdings in Loomis Sayles Global Bond Retail Fund (LSGLX)

Discover what Loomis Sayles Global Bond Retail Fund (LSGLX) 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 Retail Fund (LSGLX)

  

Related books and products to Loomis Sayles Global Bond Retail Fund (LSGLX)

  

Latest News on Loomis Sayles Global Bond Retail (LSGLX)

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