Loomis Sayles Bond Fund Class N (LSBNX)

Overview

This fund is primarily focused on fixed-income securities, dedicating the bulk of its net assets towards investments that offer returns through interest rates and bond yields. With a strategy that leans heavily towards investment-grade fixed-income securities, the fund aims to strike a balance between risk and reward by also allowing for investments in lower-grade, higher-yield options, and a portion of its assets in the equity market. This diversification strategy is designed to maximize returns while managing the risks associated with different types of investments.

Products and Services

• Investment-grade Fixed-Income Securities:

  These are high-quality bonds and other types of fixed-income investments that have been rated by major credit rating agencies as being at low risk of default. The fund commits at least 55% of its net assets in these securities, aiming to provide investors with steady income while minimizing risk.

• Below Investment-grade Fixed-Income Securities ("Junk Bonds"):

  Up to 35% of the fund's assets may be invested in these higher-yield, higher-risk fixed-income securities. Despite their lower credit quality and increased risk of default, these securities offer the potential for higher returns, contributing to the fund's income generation and growth strategy.

• Equity Securities:

  The fund allocates up to 20% of its assets to equity securities, including common and preferred stocks. This investment in the stock market allows the fund to capture growth opportunities and potentially increase returns for investors through capital gains and dividends, albeit with a higher risk compared to fixed-income securities.