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Loomis Sayles Investment Grade F/I LSIGX

Quantitative rating as of
NAV / 1-Day Return
10.23  /  0.39 %
Total Assets
200.2 Mil
Adj. Expense Ratio
0.520%
Expense Ratio
0.520%
Distribution Fee Level
Above Average
Share Class Type
Institutional
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
3,000,000
Status
Open
TTM Yield
2.85%
Effective Duration
5.57 years

Morningstar’s Analysis LSIGX

Will LSIGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong management team and sound investment process underpin Loomis Sayles Investment Grade F/I's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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