Nasdaq - Delayed Quote USD
Loomis Sayles Investment Grade Bond Fund (LIGRX)
9.71
-0.03
(-0.31%)
As of 8:09:20 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 100,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 1,000
- Min Subsequent Investment
- 100,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Mid Atlantic Capital Corp
- Schwab Institutional
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- ADP Access
- Mid Atlantic Capital Group
- ADP Access Open Fund Architecture
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Intermediate Core-Plus Bond |
| Fund Family | Loomis Sayles Funds |
| Net Assets | 15.54B |
| YTD Return | 2.23% |
| Yield | 4.65% |
| Morningstar Rating | |
| Inception Date | Dec 31, 1996 |
Performance & Risk
| YTD Return | 1.50% |
| 5y Average Return | 1.75% |
| Rank in Category (ytd) | 88 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
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