Loomis Sayles Bond Fund Institutional Class (LSBDX)

Overview

This fund is designed for investors looking for a mix of fixed-income and equity investments, providing a balanced approach to asset allocation. With a primary focus on fixed-income securities, the fund commits at least 80% of its net assets, along with any borrowings for investment purposes, to this asset class. The fund strategically diversifies its portfolio by investing in both high-grade and below investment-grade fixed-income securities, alongside a smaller allocation to equity securities, aiming to offer a blend of income generation, capital preservation, and growth potential.

Products and Services

• Investment-Grade Fixed-Income Securities

  Consisting of at least 55% of the fund's net assets, these are high-quality bonds that carry a lower risk of default. They are intended to provide investors with steady income while maintaining a lower risk profile, suitable for conservative investors prioritizing capital preservation.

• Below Investment-Grade Fixed-Income Securities (Junk Bonds)

  Up to 35% of the fund's assets may be allocated to these higher-yield, higher-risk bonds. Also known as "junk bonds," they offer the potential for higher returns compared to investment-grade securities, appealing to those willing to tolerate greater risk for the possibility of increased income.

• Equity Securities

  With up to 20% of its assets in equity securities, such as common and preferred stocks, the fund also seeks capital appreciation. This component introduces a growth aspect to the fund, targeting investors who are looking for a balanced investment approach that includes the potential for stock market gains alongside fixed-income stability.