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


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Loomis Sayles Investment Grade Bond A Fund (LIGRX - MF report) 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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