Fund Profile: Loomis Sayles Bond Ret (LSBRX)

Name: Loomis Sayles Bond Return
Ticker: LSBRX
Focus: Multisector Bond
Size: $5.28B
Annual Turnover: 26%
Investment Minimum: $2500
Website: Loomis Sayles & Company
Manager: Daniel Fuss (May 16, 1991)

Commentary: Although the 5 year return of ~13% is misleading due to an impressive 28% return in 2003, something needs to be said for the fund’s ability to beat benchmarks year after year. Dan Fuss runs an open fund allowing for investments across the globe. Costs are reasonable at 1.00% with the impressive track record and above average 5% yield.

Recommendation: As previously stated, LSBRX is a top performing bond fund allowing the fund manager to scour the globe for attractive bonds.