Loomis Sayles Institutional High Income FundLSHIX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$261.1M
Expense ratio
0.73%
1-year return
+7.5%
3 years, a year
+8.6%
5 years, a year
+4.1%
Holdings
439
What it aims to do.
The Funds investment objective is high total investment return through a combination of current income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JOBY Fixed Income Clearing Corp. | 3.24% |
| ECHO Echostar Corp | 1.81% |
| United States Treasury | 1.75% |
| Hercules Llc | 1.46% |
| Teva Pharmaceuticals Ne | 1.45% |
| Ardonagh Finco Ltd | 1.31% |
| United States Treasury | 1.26% |
| Taylor Morrison Comm | 1.21% |
| BALL Ball Corp | 1.21% |
| Csc Holdings Llc | 0.96% |
More on LSHIX.
- LSHIX overview
- LSHIX holdings
- LSHIX risk
- LSHIX costs
- LSHIX money in and out
- LSHIX share classes
- Compare LSHIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.