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Loomis Sayles Investment Grade F/I LSIGX

Quantitative rating as of
  • NAV / 1-Day Return 10.48  /  0.29 %
  • Total Assets 189.1 Mil
  • Adj. Expense Ratio
    0.520%
  • 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

Will LSIGX outperform in future?

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

Summary

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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.

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