Loomis Sayles Global Bond Fund Institutional Class (LSGBX)

$14.29
A Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryBonds
Fund BenchmarkBond - U.S. Corporate
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Loomis Sayles Global Bond Fund Institutional Class 7 0.03 -2.39% 3.71% 0.75%
Bond - U.S. Corporate 17 0.16 -1.57% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -2.59% -1.94% -0.65%
Year-to-Date -2.39% -1.57% -0.82%
1 Year 0.49% 0.00% 0.49%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

7%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 7% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.75%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$955

Real cost (fees + lost compounding)

$1,181

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
75%

Return in excess of styles
(over past year)
1.11%