Total Return | -5.98 | 9.44 | 8.59 | -2.83 | 9.59 |
Category Average | -2.23 | 8.02 | 7.22 | -2.25 | 9.40 |
Assets for Each Yr* | 24.17 | 20.41 | 19.96 | 16.60 | 17.05 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 9.59 | 4.91 | 3.07 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$17,046 mil | $1,000,000 | 0.00 | 100.00 |
Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
Domestic Stock | 3.5 | 14.34 | 1.01 | Average |
International Stock | -- | -- | -- | -- |
Municipal Bond | -- | -- | -- | -- |
Taxable Bond | 3.2 | 83.97 | 0.69 | Below Avg |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Loomis Sayles Securitized As | 2 | -- | ||
Loomis Sayles High Income Op | 10 | 10-26-18 | ||
Loomis Sayles Inflation Prot | 18 | -- | ||
Loomis Sayles Small Cap Grow | 28 | 01-09-19 | ||
Loomis Sayles Global Bond In | 37 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Loomis Sayles Instl High Inc | 81 | -- | ||
Loomis Sayles Bond Instl | 72 | 03-06-19 | ||
Loomis Sayles Investment Gra | 66 | -- | ||
Loomis Sayles Fixed Income | 48 | -- | ||
Loomis Sayles Small Cap Valu | 45 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Loomis Sayles Inflation Prot | 0.40 | -- | ||
Loomis Sayles Investment Gra | 0.49 | -- | ||
Loomis Sayles Fixed Income | 0.57 | -- | ||
Loomis Sayles Bond Instl | 0.66 | 03-06-19 | ||
Loomis Sayles Instl High Inc | 0.68 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Loomis Sayles Small Cap Grow | 0.94 | 01-09-19 | ||
Loomis Sayles Small Cap Valu | 0.90 | -- | ||
Loomis Sayles Small/Mid Cap | 0.85 | -- | ||
Loomis Sayles Global Bond In | 0.72 | -- | ||
Loomis Sayles Instl High Inc | 0.68 | -- |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Loomis Sayles Instl | Daniel J. Fuss | 16.20 | ||
Loomis Sayles Small | Mark F. Burns | 14.60 | ||
Loomis Sayles Invest | Daniel J. Fuss | 14.40 | ||
Loomis Sayles Bond I | Daniel J. Fuss | 14.20 | ||
Loomis Sayles Small | Joseph R. Gatz | 13.60 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Loomis Sayles Small/ | Mark F. Burns | 4.20 | ||
Loomis Sayles Inflat | Elaine Kan | 7.40 | ||
Loomis Sayles High I | Matthew J. Eagan | 9.30 | ||
Loomis Sayles Securi | Clifton V. Rowe | 9.90 | ||
Loomis Sayles Global | David W. Rolley | 12.20 |