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Guide to Loomis Sayles Investment Grade Bond A Fund (LIGRX)

Loomis Sayles Investment Grade Bond A Fund ( LIGRX ) a Zacks Rank #2 (Buy) was incepted in December 1996 and is managed by Loomis, Sayles & Company, L.P. LIGRX seeks high total investment return through a combination of current income and capital appreciation. LIGRX invests at least 80% of its assets in investment grade fixed income securities. LIGRX may invest up to 10% of its assets in lower rated fixed income securities and up to 10% of its assets in preferred stocks. LIGRX may also invest any portion of its assets in securities of Canadian issuers and up to 20% of its assets in foreign securities, including emerging markets securities.

The Loomis Sayles Investment Grade Bond A fund, managed by Loomis-Sayles , carries an expense ratio of 0.83%. Moreover, LIGRX requires a minimal initial investment of $2,500.

LIGRX has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 3.74% and 5 year 3.82%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .

LIGRX's performance, as of the last filing, when compared to funds in its category was in the top 16% over the past 1 year, in the top 42% over the past 3 years, and in the 26% over the past 5 years.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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