Even with adjustments to its leadership and mandate, Loomis Sayles Investment Grade Bond’s skilled team and value-driven approach have served investors well over the long run. The strategy’s cheapest share classes earn a Morningstar Analyst Rating of Silver, while its more expensive share classes earn Bronze.
Will LSIIX 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 LSIIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LSIIX 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 LSIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.