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Loomis Sayles Investment Grade Bond Fund Class C: (MF: LGBCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:22 PM ET

$9.63 USD

+0.02 (0.21%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.56 34
3 months 1.34 38
6 months 3.31 47
1 Year 5.05 70
3 Year 5.03 84
5 Year 0.53 77
10 Year 2.92 51

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -12.88
Bull Market (2/09 - 3/21) 110.93

Load Adjusted Returns as of Feb 28, 2026

1 Year 4.94
5 Year 0.00
10 Year 2.73
Since Inception 3.99

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.10 1.29 1.82 0.66
2024 -0.02 0.21 4.83 -3.17
2023 3.01 -0.84 -2.67 7.05
2022 -5.40 -5.48 -3.57 1.73
2021 -1.78 1.54 0.10 -0.48

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.566.001.716.43-12.28-0.6410.737.93-1.405.685.17
% Total Return Rel to Index 0.01-1.370.440.900.730.903.23-0.79-1.422.132.52
% Total Return Rel to Peer -0.27-0.64-2.67-0.74-2.14-0.693.70-0.31-0.492.081.65
% Perf Quintile vs Peer* 5.004.000.003.003.003.001.003.004.001.002.00
% Dividends 0.060.380.370.320.200.170.230.270.080.210.17
% Yield 0.303.783.753.772.051.491.822.370.771.851.50
Capital Gains ($) 0.000.000.000.000.010.180.630.010.050.130.44
Expense Ratio 0.001.491.491.491.501.501.511.521.531.571.60

* 1 = Top 20%, 5 = Bottom 20%