LSHIX Mutual Fund

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 Financials, Communication Services, Consumer Discretionary. Inception date: 1996-06-05.

LSHIX performance shows a YTD return of 2.10%. The 1-year return is 5.99% and the 5-year return is 3.73%. LSHIX dividend yield stands at 5.65%, paid annually.

LSHIX top holdings include Rochester Minn Hlth Care (3.2%), Echostar Corp 10.75 11/30/2029 (1.8%), Us T Bill Zcp 04/16/26 (1.8%), Hercules Llc (1.5%), Teva Pharmaceutical Finance Netherlands Iii B.V. 4.1 10/01/2046 (1.4%). Go to all LSHIX holdings, LSHIX sectors, or LSHIX dividends.

LSHIX can be compared against other funds. Use LSHIX overlap to find shared positions, or LSHIX vs another fund for a side-by-side view. LSHIX alternatives are available via the screener, along with tax-loss harvesting opportunities.