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Logo for Fund Loomis Sayles Funds - Bond Fund Retail Class (Trust I)

Loomis Sayles Funds - Bond Fund Retail Class (Trust I) (LSBRX)

NASDAQ Currency in USD
$85.00
-$1.69
-1.95%
Last Update: 18 Jul 2026, 10:06
Assets Under Management
Expense Ratio
0.70%
Forward Dividend Yield
$55.73-$105.20
52 Week Range

LSBRX Price Chart

Explore Loomis Sayles Funds - Bond Fund Retail Class (Trust I) interactive price chart. Choose custom timeframes to analyze LSBRX price movements and trends.

LSBRX Fund Profile

Key details and information about Loomis Sayles Funds - Bond Fund Retail Class (Trust I) (LSBRX).

Sector Focus

Financial Services

Industry

Asset Management - Bonds

Inception Date

31 Dec 1996

Country

US

Description

The fund primarily aims to achieve a robust total return by combining ongoing income generation with capital growth. Typically, at least 80% of its net assets, including any borrowed capital used for investment, will be allocated to fixed-income instruments. A minimum of 55% of these net assets is ordinarily committed to fixed-income securities rated as investment-grade. Additionally, the fund has the flexibility to invest up to 35% of its holdings in lower-rated fixed-income securities, commonly known as "junk bonds," and up to 20% in equity investments, including both common and preferred stocks.

LSBRX Fund Performance

View LSBRX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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