Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Loomis Sayles Investment Grade F/I (LSIGX)

10.23
-0.05
(-0.49%)
At close: 8:03:58 PM EDT

Investment Information

Min Initial Investment
3,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • TradeStation Securities
  • UBS Financial Services Inc
  • Comerica Bank
  • Raymond James
  • Sterne, Agee & Leach, Inc.,
  • Trade PMR Transaction Fee
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Met Life Resources MFSP Alliance List
  • Securities America Advisors
  • H Beck Inc.
  • Securities America Inc.

Fund Summary

Under normal circumstances, the fund will invest 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 10% of its assets in below investment-grade fixed-income securities ("junk bonds") and up to 10% of its assets in equity securities (including preferred stocks and common stocks).

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Loomis Sayles Funds
Net Assets 228.76M
YTD Return 2.51%
Yield 4.65%
Morningstar Rating
Inception Date Jul 01, 1994

Performance & Risk

YTD Return 1.52%
5y Average Return 3.12%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Related Tickers