Skip to Content

Loomis Sayles Investment Grade Bond Y LSIIX

Analyst rating as of
NAV / 1-Day Return
9.60  /  0.83 %
Total Assets
6.2 Bil
Adj. Expense Ratio
0.500%
Expense Ratio
0.500%
Fee Level
Above Average
Longest Manager Tenure
15.99 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
100,000
Status
Open
TTM Yield
2.88%
Effective Duration
5.79 years

Morningstar’s Fund Analysis LSIIX

Will LSIIX outperform in future?

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

A standout core-plus fund.

Associate Director

Summary

| |

Loomis Sayles Investment Grade Bond’s topnotch leadership team and differentiated approach have served patient investors well over the long run, supporting its Morningstar Analyst Rating of Silver for its cheaper share classes and Bronze for its more expensive offerings.

Unlock our full analysis with Morningstar Investor