Loomis Sayles Investment Grade F/I (LSIGX)
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Loomis Sayles Investment Grade F/I
Boston MA 02116
399 Boylston Street, 12th Floor
Loomis Sayles Funds I
Management Information
Matthew J. Eagan,Lead Manager since September 29, 2006
Matt Eagan is a portfolio manager and head of the full discretion team at Loomis,
Sayles & Company. He is also a member of the firm’s Board of Directors. Matt
has 33 years of investment industry experience as a portfolio manager and fixed
income analyst. Matt joined Loomis Sayles in 1997 as a fixed income research analyst for the
multisector fixed income team and became a portfolio manager in 2000. He
was promoted to co-head of the full discretion team in 2012.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryIntermediate Core-Plus Bond
Fund FamilyLoomis Sayles Funds
Net Assets199.26M
YTD Return0.34%
Yield4.34%
Morningstar Rating★★★★
Inception DateJun 30, 1994
Fund Operations
Last Dividend0.11
Last Cap Gain-11.00
Holdings Turnover30.00%
Average for CategoryN/A
Fees & Expenses
ExpenseLSIGXCategory Average
Annual Report Expense Ratio (net)0.52%0.75%
Prospectus Net Expense Ratio0.52%N/A
Prospectus Gross Expense Ratio0.52%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.74%
Max Deferred Sales LoadN/A1.41%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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