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Loomis Sayles Investment Grade Bond C LGBCX

Analyst rating as of
NAV / 1-Day Return
11.35  /  0.09 %
Total Assets
6.2 Bil
Adj. Expense Ratio
1.500%
Expense Ratio
1.500%
Fee Level
Average
Longest Manager Tenure
14.42 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Extensive
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.85%
Effective Duration
7.76 years
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Morningstar’s Analysis

Will LGBCX outperform in future?

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

Even with a few recent changes, this remains a compelling offering.

Summary

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Even with adjustments to its leadership and mandate, Loomis Sayles Investment Grade Bond’s skilled team and value-driven approach have served investors well over the long run. The strategy’s cheapest share classes earn a Morningstar Analyst Rating of Silver, while its more expensive share classes earn Bronze.

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