A strong management team and sound investment process underpin Loomis Sayles Investment Grade F/I's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 10.48 / 0.29 %
- Total Assets 189.1 Mil
Adj. Expense Ratio
- Expense Ratio 0.520%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Intermediate Core-Plus Bond
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Min. Initial Investment 3,000,000
- Status Open
- TTM Yield 3.06%
- Effective Duration 5.67 years
Morningstar’s Analysis LSIGX
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