LSBDX Mutual Fund
LSBDX Mutual Fund
Loomis Sayles Income Fund Institutional Class
LSBDX Mutual Fund Overview
LSBDX Mutual Fund (Loomis Sayles Income Fund Institutional Class) is managed by Loomis Sayles Funds with $3.75B in net assets. LSBDX expense ratio is 0.64%, holding 708 positions across sectors including Other, Financials, Communication Services. Inception date: 1991-05-16.
LSBDX performance shows a YTD return of -3.51%. The 1-year return is 4.10% and the 5-year return is 2.09%. LSBDX dividend yield stands at 4.75%, paid monthly.
LSBDX top holdings include Treasury Note (Otr) 4.88% Oct 31, 2030 (6.0%), Us Treasury N/B 3.50% 02/28/2031 3.5 (5.7%), Us Treasury N/B 3.5 11/30/2030 3.5 2030-11-30 (2.6%), Fixed Inc Clearing Corp.Repo (1.5%), Mutoma 6.8 06/15/36 144a (1.5%). View all LSBDX holdings, sector breakdown, or dividend history.
LSBDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LSBDX alternatives are available via the screener, along with tax-loss harvesting opportunities.