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Loomis Sayles Investment Grade Bond Fund (LIGRX)

9.65
-0.03
(-0.31%)
At close: 8:04:01 PM EDT
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  • Previous Close 9.68
  • YTD Return 2.25%
  • Expense Ratio 0.74%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain -4.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 15.66B
  • Beta (5Y Monthly) 0.94
  • Yield 4.60%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.11
  • Inception Date Feb 1, 2013

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings made for investment purposes) in investment grade fixed-income securities. It may invest up to 15% of its assets in below investment grade fixed-income securities (also known as "junk bonds"). The fund may invest in fixed-income securities of any maturity. In connection with its principal investment strategies, it may invest up to 30% of its assets in U.S. dollar-denominated foreign securities, including emerging markets securities.

Loomis Sayles Funds

Fund Family

Intermediate Core-Plus Bond

Fund Category

15.66B

Net Assets

2013-02-01

Inception Date

Performance Overview: LIGRX

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Trailing returns as of 4/9/2025. Category is Intermediate Core-Plus Bond.

YTD Return

LIGRX
2.25%
Category
0.61%
 

1-Year Return

LIGRX
4.70%
Category
3.06%
 

3-Year Return

LIGRX
1.56%
Category
5.69%
 

5-Year Return

LIGRX
2.66%
Category
3.75%
 

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Holdings: LIGRX

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Sector Weightings

SectorLIGRX
Utilities   100.00%
Real Estate   0.00%
Technology   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: LIGRX

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Research Reports: LIGRX

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