About LSIGX
Loomis Sayles Investment Grade Fixed Income Fund is a mutual fund focused on generating above-average total investment return by combining current income with capital appreciation. Managed by a seasoned team at Loomis Sayles, its core strategy centers on investing at least 80% of its assets in investment-grade fixed income securities, such as U.S. Treasuries, government-related securities, and high-quality corporate bonds. The fund is diversified across sectors, and it employs a core-plus approach that allows selective allocations—up to 10%—to high yield (below investment-grade) bonds and equity securities, as well as investments in foreign and emerging market debt, aiming to enhance return potential while managing risk.
The fund is positioned within the intermediate core-plus bond category, with a moderate credit quality risk and interest rate sensitivity profile. This structure provides stability and moderate income generation, making it suitable for institutions or investors seeking a diversified fixed income portfolio. The fund’s role in the financial market is to offer diversified exposure to U.S. and select international bond markets, leveraging active management and fundamental research to exploit value opportunities while maintaining a strong risk management overlay.
Fund Family Loomis Sayles Funds
Category Intermediate Core-Plus Bond
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol LSIGX
Share Class Institutional Class
Index Bloomberg U.S. Government/Credit Bond TR
LSIGX had a total return of -2.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.83%.
