LGBCX – Loomis Sayles Investment Grade Bond C Investment Strategy | Morningstar

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Strategy

The investment seeks high total investment return through a combination of current income and capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings made for investment purposes) in investment grade fixed-income securities. It may invest up to 15% of its assets in below investment grade fixed-income securities (also known as "junk bonds"). The fund may invest in fixed-income securities of any maturity. In connection with its principal investment strategies, it may invest up to 30% of its assets in U.S. dollar-denominated foreign securities, including emerging markets securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LIGAX	Loomis Sayles Investment Grade Bond Fund Admin Class	No Load	Open			Feb 1, 2010	$75.60M	0.980%	High	$0	−$13.63M
LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	Institutional	Open			Dec 31, 1996	$11.59B	0.480%	Average	$100,000	−$289.29M
LGBNX	Loomis Sayles Investment Grade Bond Fund Class N	Institutional	Open			Feb 1, 2013	$3.55B	0.430%	Below Average	$1M	$242.12M
LIGRX	Loomis Sayles Investment Grade Bond Fund Class A	Front Load	Open			Dec 31, 1996	$685.36M	0.730%	Below Average	$2,500	−$41.41M
LGBCX	Loomis Sayles Investment Grade Bond Fund Class C	Level Load	Open			Sep 12, 2003	$68.14M	1.480%	Average	$2,500	−$7.70M

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