LBFAX Mutual Fund
LBFAX Mutual Fund
Loomis Sayles Income Fund Class A
LBFAX Mutual Fund Overview
LBFAX Mutual Fund (Loomis Sayles Income Fund Class A) is managed by Loomis Sayles Funds with $30.8M in net assets. LBFAX expense ratio is 1.14%, holding 708 positions across sectors including Other, Financials, Communication Services. Inception date: 1998-01-02.
LBFAX performance shows a YTD return of 0.02%. The 1-year return is 3.63% and the 5-year return is 1.60%. LBFAX dividend yield stands at 4.30%, paid monthly.
LBFAX 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%), 387328107 Swp (1.5%), Mutoma 6.8 06/15/36 144a (1.5%). View all LBFAX holdings, sector breakdown, or dividend history.
LBFAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LBFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.