Loomis Sayles Investment Grade F/I
399 Boylston Street12th FloorBoston MA 02116
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Phone: 800-633-3330
| Category: | Long-Term Bond | | Fund Family: | Loomis Sayles Funds | | Net Assets: | 502.94M | | Year-to-Date Return: | 2.47% | | Yield: | 5.06% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-1994 |
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Kathleen C. J Gaffney
Lead Manager since
30-Sep-2006 | | | Gaffney, Vice President of Loomis Sayles, began her investment career in 1984 and joined Loomis Sayles in 1984. She has over 23 years of investment experience.
Gaffney holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $3,000,000 | | Min Initial Investment, IRA: | $3,000,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $50,000 | | Min Subsequent Investment, IRA: | $50,000 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks above-average total investment return.
The fund normally invests at least 80% of assets in investment grade fixed-income securities. It may invest up to 10% of assets in lower rated fixed-income securities and up to 10% of assets in preferred stocks. The fund may invest in securities of Canadian issuers and up to 20% of assets in securities of other foreign issuers, including emerging-markets securities. It also may invest in obligations of supranational entities and in mortgage-related securities. The fund engages in futures transactions. |
| Last Dividend
(18-Mar-10):
| 0.06 | | Last Cap Gain
(12-Dec-08):
| 0.14 | | Annual Holdings Turnover
(18-Mar-10):
| 22.00% | | Average for Category:
| 164.04% |
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| Expense | LSIGX | Category
Avg | | Total Expense Ratio: | 0.49%
| 0.92% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 3.93% | | Max Deferred Sales Load: | %
| 1.91% | | 3 Yr Expense Projection*: |
$ 157 | $38 | | 5 Yr Expense Projection*: |
$ 274 | $62 | | 10 Yr Expense Projection*: |
$ 616 | $128 |
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