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.
Will LIGRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LIGRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LIGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LIGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.