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Loomis Sayles Investment Grade Bond A LIGRX

Analyst rating as of
NAV / 1-Day Return
11.42  /  0.17 %
Total Assets
6.1 Bil
Adj. Expense Ratio
0.750%
Expense Ratio
0.750%
Fee Level
Below Average
Longest Manager Tenure
14.44 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,500
Status
Open
TTM Yield
2.56%
Effective Duration
7.15 years
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Morningstar’s Analysis

Will LIGRX outperform in future?

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

The team continues to execute.

Summary

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Loomis Sayles Investment Grade Bond has undergone changes to its leadership and strategy guidelines, but its team remains topnotch and the value-driven approach continues to benefit investors. The strategy’s cheapest share classes earn Morningstar Analyst Ratings of Silver, while its more-expensive share classes earn a Bronze rating.

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