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Loomis Sayles Investment Grade Fixed Income Fund: (MF: LSIGX)

(NASDAQ Mutual Funds) As of Jun 18, 2026 05:49 PM ET

$10.29 USD

+0.02 (0.19%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.60 66
3 months -1.29 85
6 months 0.54 60
1 Year 5.93 31
3 Year 5.44 44
5 Year 1.51 52
10 Year 3.03 31

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 82.09
Bear Market (10/07 - 2/09) -13.42
Bull Market (2/09 - 3/21) 148.51

Load Adjusted Returns as of May 31, 2026

1 Year 4.68
5 Year 1.68
10 Year 3.03
Since Inception 6.21

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.25 NA NA NA
2025 2.50 1.54 2.37 0.96
2024 0.33 0.31 5.56 -2.93
2023 3.58 -0.70 -2.40 7.59
2022 -5.28 -5.56 -3.54 1.98
2021 -2.42 2.59 0.20 0.52

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.607.583.138.00-12.010.837.199.33-2.128.386.34
% Total Return Rel to Index 0.160.201.872.471.002.38-0.300.60-2.144.833.68
% Total Return Rel to Peer -0.470.93-1.250.82-1.860.780.161.08-1.224.782.82
% Perf Quintile vs Peer* 3.002.004.002.003.002.003.003.004.001.002.00
% Dividends 0.240.540.480.420.310.290.340.270.210.440.27
% Yield 1.804.925.374.952.912.322.582.121.713.392.15
Capital Gains ($) 0.000.000.000.000.100.410.430.040.180.080.24
Expense Ratio 0.000.530.530.540.520.520.550.500.490.490.48

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