The US High Yield strategy seeks to outperform the Barclays US Coporate High Yield 2% Capped Bond Index
Primary Benchmark:
Barclays Capital US Corporate High Yield 2% Capped Bond Index
Portfolio Construction
- Max. High Yield: 100%
- Max. Emerging Market Debt: 0%
- Max. Non-US Dollar: 0%
- Minimum portfolio average quality: B-
- Max. issuer exposure: 3%
The US High Yield Composite includes all discretionary accounts with market values greater than $5 million, managed by Loomis Sayles in the US High
Yield investment style. Accounts included in the Composite are managed to provide a diversified, actively managed exposure to the US High Yield credit
market which emphasizes a disciplined portfolio construction and risk assessment process in fixed income and related investments of any maturity and
credit quality, including lower-rated fixed income investments, derivatives, and bonds with equity like features. The Composite was created in 2010.
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Primary Benchmark: Barclays Capital US Corporate High Yield 2% Capped Bond Index
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Month-End Performance as of -1/-1/-1 | Cumulative | Gross | Net | Index |
|---|
| 3 month | N/A | N/A | N/A | | Year-to-date | N/A | N/A | N/A |
Quarter-End Performance as of -1/-1/-1 | Cumulative | Gross | Net | Index |
|---|
| 3 month | | | | | Year-to-date | | | |
| Average Annual Total Return | Gross | Net | Index |
|---|
| Since Inception (7/2/2009) | | | |
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Calendar Year Performance | Year | Gross | Net | Index |
|---|
| NA | NA | NA | NA |
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Past performance does not guarantee future results. Gross returns are net of trading costs. Net returns are gross returns less effective management fees. Returns for multi-year periods are annualized.