LSBRX Mutual Fund (Loomis Sayles Income Fund Retail Class) is managed by Loomis Sayles Funds with $847.2M in net assets. LSBRX expense ratio is 0.89%, holding 708 positions across sectors including Other, Financials, Communication Services. Inception date: 1996-12-31.

LSBRX performance shows a YTD return of -3.62%. The 1-year return is 3.78% and the 5-year return is 1.83%. LSBRX dividend yield stands at 4.54%, paid monthly.

LSBRX 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 LSBRX holdings, sector breakdown, or dividend history.

LSBRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LSBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.