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Morningstar

Loomis Sayles Investment Grade Bond Y LSIIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.90  /  0.20 %
  • Total Assets 7.6 Bil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.17%
  • Effective Duration 5.89 years

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis LSIIX

Will LSIIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSIIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LSIIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LSIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A standout core-plus fund.

Associate Director

Summary

| by Brian Moriarty

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