LSHIX

ActiveMin. $1M

Loomis Sayles Institutional High Income Fund

Category: US Bond (5,386 funds)

Expense Ratio
0.72%
Annual Cost per $10K
$72.00
30-Year Fee Drag per $10K
$13,957
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+9.72%

Asset Allocation

US Equity
6%
Intl Equity
1%
US Bond
72%
Intl Bond
17%
Cash
5%

Fee Comparison

LSHIX
0.72%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

5% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+33.50%3Y
Compare to

Fee Impact Calculator

$
%
LSHIX at 0.72%$310,825
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$69,787
Cost vs index fund−$66,599

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
LSHIXLoomis Sayles Institutional High Income Fund0.72%
PIINXPIMCO Income Fund1.08%
PTRAXPIMCO Total Return Fund0.76%
JDYRXPGIM High Yield Fund0.74%
PHYAXPIMCO High Yield Fund0.85%
LDLVXLord Abbett Short Duration Income Fund0.32%
BCOSXBaird Core Plus Bond Fund0.55%
HIGFXAmerican High Income Trust0.32%
VWEAXVANGUARD HIGH-YIELD CORPORATE FUND0.22%
VFSTXVANGUARD SHORT-TERM INVESTMENT-GRADE FUND0.07%
WAPSXWestern Asset Core Plus Bond Fund0.42%
DTBRXPGIM Total Return Bond Fund0.75%
CMBKXAmerican Funds Multi-Sector Income Fund0.70%
BSBSXBaird Short-Term Bond Fund0.55%
APDFXArtisan High Income Fund0.80%
STYAXAllspring Core Plus Bond Fund0.67%
HYSAXPGIM Short Duration High Yield Income Fund1.00%
EIBRXEaton Vance Income Fund of Boston0.66%
ABNDXBond Fund of America1.04%
PGCAXPIMCO Investment Grade Credit Bond Fund1.34%
ACPSXInvesco Core Plus Bond Fund0.79%
JMTNXJanus Henderson Multi-Sector Income Fund0.88%
GIBRXGuggenheim Total Return Bond Fund0.49%
FIWGXStrategic Advisers Fidelity Core Income Fund0.16%
JSDUXJPMorgan Short Duration Bond Fund0.28%
BBCPXBridge Builder Core Plus Bond Fund0.16%
VFICXVANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND0.20%
BAGSXBaird Aggregate Bond Fund0.55%
AFRFXInvesco Floating Rate ESG Fund0.72%
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF0.14%
LBNOXLORD ABBETT BOND DEBENTURE FUND INC0.62%
MHIKXMFS High Income Fund0.52%
FBKWXFidelity Total Bond Fund0.75%
SPSBSPDR Portfolio Short Term Corporate Bond ETF0.04%
USIGiShares Broad USD Investment Grade Corporate Bond ETF0.04%
VCOBXVANGUARD CORE BOND FUND0.10%
NERNXLoomis Sayles Core Plus Bond Fund0.39%
NRSIXNeuberger Berman Strategic Income Fund0.51%
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND0.06%
FIHAXFederated Hermes Institutional High Yield Bond Fund0.75%
MRBBXMFS Total Return Bond Fund0.60%
LFROXLord Abbett Floating Rate Fund0.54%
BUBSXBaird Ultra Short Bond Fund0.40%
ANBAXAmerican Funds Strategic Bond Fund0.31%
LGBNXLoomis Sayles Investment Grade Bond Fund0.44%
TAIBXPGIM Core Bond Fund0.96%
MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund0.36%
FZOLXFidelity SAI Low Duration Bond Fund0.20%
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF0.04%
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF0.04%
FSHGXFidelity SAI High Income Fund0.71%
JNKSPDR(R) Bloomberg High Yield Bond ETF0.40%
VUBFXVANGUARD ULTRA-SHORT-TERM BOND FUND0.20%
TSRSXThornburg Strategic Income Fund0.53%
USHYiShares Broad USD High Yield Corporate Bond ETF0.15%
VPVTRDVPIMCO Total Return Portfolio0.79%
HYGiShares iBoxx $ High Yield Corporate Bond ETF0.49%
TRZOXT. Rowe Price Short-Term Bond Fund, Inc.0.31%
CCHIXHigh Yield Fund0.51%
MAFRXVictory Pioneer Multi-Asset Ultrashort Income Fund0.58%
LSBNXLoomis Sayles Bond Fund0.60%
GGMPXGoldman Sachs High Yield Fund0.98%
QHI2QVIP High Income Portfolio0.91%
SSTHXAllspring Short-Term High Income Fund0.82%
JSDCXJPMorgan Short Duration Core Plus Fund0.39%
PBFKXVictory Pioneer Bond Fund0.36%
BGHAXBrandywineGLOBAL - HIGH YIELD FUND0.89%
FSMTXFidelity SAI Total Bond Fund0.29%
BBBMXBBH Limited Duration Fund0.35%
LUBOXLord Abbett Ultra Short Bond Fund0.24%
TSBBXNuveen Core Impact Bond Fund0.51%
PSTQXPGIM Short-Term Corporate Bond Fund0.38%
GSOPXGoldman Sachs Dynamic Bond Fund0.77%
FHRRXFranklin High Income Fund0.50%
HWHAXHotchkis and Wiley High Yield Fund0.60%
FCNQXFidelity Conservative Income Bond Fund0.45%
PLSTXAristotle Strategic Income Fund0.94%
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
ISTBXInvesco Short Term Bond Fund0.47%
CWBSPDR(R) Bloomberg Convertible Securities ETF0.40%
TAHBXTransamerica High Yield Bond0.61%
JCPPXJPMorgan Core Plus Bond Fund1.14%
BIMSXBaird Intermediate Bond Fund0.55%
NHFIXHigh Yield Fixed Income Fund0.61%
SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF0.04%
PYCTXPayden Corporate Bond Fund0.56%
JHYUXJPMorgan High Yield Fund0.50%
LAUVXLord Abbett Income Fund0.45%
GIOSXGuggenheim Macro Opportunities Fund0.93%
CCVCXCalamos Convertible Fund0.88%
FSHNXFidelity Series High Income Fund0.12%
IIBAXVOYA INTERMEDIATE BOND FUND1.43%
URHIXVictory High Income Fund0.79%
FHYLXFederated Hermes Opportunistic High Yield Bond Fund0.72%
PYCSXPayden Core Bond Fund0.42%
HYLBXtrackers USD High Yield Corporate Bond ETF0.05%
TAAQXTransamerica Short-Term Bond0.42%
KHYQXDWS High Income Fund0.66%
TRKZXT. Rowe Price High Yield Fund, Inc.0.60%
CCBFXCapital Group Central Corporate Bond Fund
GIKRXGuggenheim Limited Duration Fund0.46%

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