- What are the top holdings of LSBRX?
- Loomis Sayles Funds - Bond Fund Retail Class (Trust I) holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does LSBRX have?
- LSBRX holds — positions as reported by the fund's most recent disclosure.
- What sectors does LSBRX invest in?
- Loomis Sayles Funds - Bond Fund Retail Class (Trust I) (LSBRX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is LSBRX most exposed to?
- LSBRX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is LSBRX a US-only fund?
- The country allocation card on this page shows LSBRX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does LSBRX invest in?
- The fund primarily aims to achieve a robust total return by combining ongoing income generation with capital growth. Typically, at least 80% of its net assets, including any borrowed capital used for investment, will be allocated to fixed-income instruments. A minimum of 55% of these net assets is ordinarily committed to fixed-income securities rated as investment-grade. Additionally, the fund has the flexibility to invest up to 35% of its holdings in lower-rated fixed-income securities, commonly known as "junk bonds," and up to 20% in equity investments, including both common and preferred stocks.
