LSHIX Mutual Fund
LSHIX Mutual Fund
Loomis Sayles Institutional High Income Fund
LSHIX Mutual Fund Overview
LSHIX Mutual Fund (Loomis Sayles Institutional High Income Fund) is managed by Loomis Sayles Funds with $324.1M in net assets. LSHIX expense ratio is 0.73%, holding 439 positions across sectors including Other, Financials, Communication Services. Inception date: 1996-06-05.
LSHIX performance shows a YTD return of 2.27%. The 1-year return is 6.90% and the 5-year return is 3.83%. LSHIX dividend yield stands at 5.64%, paid annually.
LSHIX top holdings include Rochester Minn Hlth Care (3.2%), Allied Universal Holdco Llc 7.875% 15-Feb-2031 (1.8%), Treasury Bill Apr 16, 2026 (1.8%), Hercules Llc (1.5%), Teva Pharmaceutical Finance Netherlands Iii Bv, 4.100%, 10/01/2046 (1.4%). View all LSHIX holdings, sector breakdown, or dividend history.
LSHIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LSHIX alternatives are available via the screener, along with tax-loss harvesting opportunities.