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Loomis Sayles Investment Grade Bond Y LSIIX

Analyst rating as of
NAV / 1-Day Return
11.90  /  0.08 %
Total Assets
5.8 Bil
Adj. Expense Ratio
0.500%
Expense Ratio
0.500%
Fee Level
Average
Longest Manager Tenure
14.07 years
Category
US Fund Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Min. Initial Investment
100,000
Status
Open
TTM Yield
3.14%
Effective Duration
7.29 years
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Morningstar’s Analysis

Will LSIIX outperform in future?

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

Even with a few recent changes, this remains a compelling offering.

Summary

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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.

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