Loomis sayles core plus bond a nefrx quote morningstar. Performance charts for natixis loomis sayles investment grade bond fund ligrx including intraday, historical and comparison charts, technical analysis and trend lines. Analyze the fund loomis sayles investment grade bond fund class y having symbol lsiix for type mutualfunds and perform research on other mutual funds. Loomis sayles funds ii exact name of registrant as specified in charter 399 boylston street, boston, massachusetts 02116 address of principal executive offices zip code coleen downs dinneen, esq. Corporate highyield bond index is an unmanaged index that covers the u. You can find more detailed information in the funds simplified prospectus. Additional risk information for this product may be found in the prospectus or.
Ligrx a complete natixis loomis sayles investment grade bond fund. Loomis sayles global bond instl lsgbx voya financial. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus. Boston, massachusetts 02116 name and address of agent for service. Lsiix loomis sayles investment grade bond fund class y. An investments overall morningstar rating, based on its riskadjusted return, is a weighted average of its applicable 3, 5, and 10year ratings. The index covers the us investment grade fixed rate bond market, with index components for government and corporate securities, mortgage passthrough securities, and assetbacked securities. Analyze the fund loomis sayles investment grade bond fund class a having. Loomis sayles investment grade bond y lsiix benchmark overall morningstar rating morningstar return morningstar risk bbgbarc us universal tr usd qqqq above average high out of 530 intermediate coreplus bond investments. Summary prospectus documentaa82a9dccd65c7315ebf2bfc6c38ba25. Loomis sayles investment grade bond fund summary prospectus.
You may obtain a or a, if available, containing this and other information on this website. Loomis sayles bond fund mgfix read important investment disclosures. Loomis sayles has been managing separate accounts for public funds, corporations, endowments, foundations and tafthartley funds for more than 80 years. Loomis sayles bond fund retail class as of 20191231 investment strategy. The fund invests at least 80% of its net assets plus any borrowings made for investment purposes in investment grade fixedincome securities. From investments prospectus the investment seeks high total investment return through a combination of high current income and capital appreciation. Investment grade bond with funds managed account large cap growth managed account. To download a fact sheet or commentary, click the icon in the appropriate class next to a product. Loomis sayles investment grade bond fund lsiix natixis. Loomis sayles core disciplined alpha bond fund loomis sayles investment grade fixed income fund. Loomis sayles bond fund class n a mutual fund second quarter 2019 fund fact sheet.
It invests primarily in investmentgrade fixedincome securities worldwide, although the fund may invest up to. Registered investment products are offered through natixis distribution, l. Loomis sayles global bond fund global bond fundinstitutional class. Lsbdx loomis sayles bond fund institutional class mutual. Find realtime lsbdx loomis sayles bond fund institutional class stock quotes, company profile, news and forecasts from cnn business. Loomis sayles investment grade bond fund natixis investment. Lsiix natixis loomis sayles investment grade bond fund. Analyze the fund loomis sayles bond fund retail class having symbol lsbrx for type mutualfunds and perform research on other mutual funds. Loomis sayles bond fund institutional class as of 20180331 investment strategy. Loomis sayles institutional long duration corporate bond.
The bloomberg barclays global aggregate bond index consists of global investmentgrade fixed income securities. Fundamental research from loomis sayles credit research is a primary source for investment ideas and specific industry and security selection recommendations are developed by the loomis sayles investment grade sector team. The loomis sayles bond fund is heavy on the corporate bond side but offers some flexibility within lower grade names and even equities. View mutual fund news, mutual fund market and mutual fund interest rates. Your licensed financial professional can provide you with complete details. Loomis sayles funds i bond fund retail cls fund profile. Loomis sayles bond fund bond fundinstitutional class. For performance information through the most recent month end, please call 800. Principal investment strategies the fund invests at least 80% of its net assets plus any borrowings made for investment purposes in investment grade fixedincome securities. Ligrx natixis loomis sayles investment grade bond fund.
Loomis sayles limited term government and agency fund. A multisector bond fund focused primarily on investmentgrade debt issues, with. Using foresight and flexibility, loomis sayles looks far and wide for. Loomis sayles bond fund class n prudential financial. Loomis sayles bond fund has a fixed income objective, seeking to achieve a high level of current income. Fuss, eagan, stokes and kennedy value, diversification. In my mind, loomis sayles bond, a member of the kiplinger. The firms performancedriven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions.
Strategic partners select ny opens pdf in new window. Loomis sayles investment grade bond fund class y lsiix nasdaq nasdaq delayed price. See loomis sayles investment grade bond fund ligrx mutual fund ratings from all the top fund analysts in one place. Kennedy first joined the full discretion investment team as product manager in 2009, was promoted in 20 to coportfolio manager of the investment grade bond products and again in 2016 to co. As of the most recent prospectus, the investment advisor has contractually agreed to waiver fees andor reimburse. An investments overall morningstar rating, based on its riskadjusted. Investment information the loomis sayles bond ret acct is a separate account sub. The fund may also invest up to 35% of its assets in below. Lsbrx loomis sayles bond fund retail class fidelity. Before investing, consider the funds investment objectives, risks, charges, and expenses. Loomis sayles mutual funds fact sheets and commentaries.
Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. Invests primarily in long duration us investment grade fixed income securities. Under normal circumstances, the fund will invest at least 80% of its net assets plus any borrowings made for investment purposes in fixedincome securities. Loomis sayles investment grade bond fund class a mutual funds. See loomis sayles fixed income fund lsfix mutual fund ratings from all the top fund analysts in one place. As of february 21, 2020, the fund has assets totaling almost. Amendment to master custody agreement dated october 14, 2016. Multisector bond multisector bond funds are generally more diversified than other types of bond funds.
As of december 31, 2015 bond investment loomis sayles bond fund administrative class category. Loomis sayles mutual funds investment grade bond fund. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in. Lsiix a complete natixis loomis sayles investment grade bond fund. Governmentcredit bond index is an index of investment grade government and corporate bonds with a maturity date of. We draw on a combination of independent research and experienced investment professionals to offer actively managed strategies. Under normal circumstances, the fund will invest at least 80% of its net assets plus any borrowings made for investment purposes in. Loomis sayles bond fund seeks high total investment return through a combination of current income and capital appreciation. Loomis sayles bond fund retail class as of 20200331 investment strategy. The contract prospectus contains information about the contracts features, risks, charges and expenses.
Learn about nefrx with our data and independent analysis including nav, star rating, asset allocation, capital gains, and dividends. Loomis sayles or the adviser has given a binding contractual undertaking to the fund to limit the amount of the funds total annual fund operating expenses to 0. Manager insight global credit investing at loomis sayles by the global fixed income team january 2020 philosophy our investment philosophy is based on the principle that dynamic active management can exploit inefficiencies in global credit markets. The fund invests at least 80% of its net assets in.
The fund seeks aboveaverage total investment return through a combination of current income and capital. As of the most recent prospectus, the investment advisor. The index covers the us investment grade fixed rate bond market, with index. Loomis sayles global diversified corporate bond class f. Loomis sayles funds i is organized as a massachusetts business trust under the laws of massachusetts by. Prior to 032802, this separate account invested exclusively in the loomis sayles bond fund institutional class, a mutual fund. The morningstar category represents the average return for a category of funds with similar investment objectives and strategies. See fees data for loomis sayles investment grade bond fund lsiix. Lsbrx see the zacks mutual fund rank for loomis sayles. Loomis sayles bond retail lsbrx benchmark overall morningstar rating morningstar return morningstar risk bbgbarc us universal tr usd qqq average high out of 262 multisector bond investments. You may obtain a prospectus or a summary prospectus containing this and other. As of december 31, 2019 loomis sayles global allocation.
Us investment grade corporate bonds generated positive returns. Unless specified otherwise, the portfolio links below provide access to the summary prospectus, statutory prospectus, statement of additional information and the shareholder reports. Investors are asked to consider the investment objectives, risks, and charges and expenses of. Loomis sayles investment grade bond fund is an openend fund incorporated in the usa. Research information including fund fees, cost projections and minimum investments for loomis sayles investment grade bond fund. Get the lastest fund profile for loomis sayles funds i bond fund retail cls from zacks investment research. The fund invests at least 80% of its net assets plus any. An investment s overall morningstar rating, based on its riskadjusted return, is a weighted average of its applicable 3, 5, and 10year ratings. Loomis sayles investment grade bond fund lsiix fees. Loomis sayles bond fund administrative class category. Learn about lsiix with our data and independent analysis including nav, star rating, asset allocation, capital gains, and dividends. Ligrx quote natixis loomis sayles investment grade bond. Guide to loomis sayles investment grade bond a fund ligrx. Sayles statutory or summary prospectus, each dated february 1, 2017, as may be revised and supplemented from.
Investors should consider the features of the contract and the underlying portfolios investment objectives, policies, management, risks, charges and expenses carefully before investing. Loomis sayles investment grade bond fund ligrx natixis. See loomis sayles fixed income fund performance, holdings, fees, risk and other data. Loomis sayles bond retail morningstar document library. Loomis sayles provides investment advisory or subadvisory services to institutional clients through its separate. Loomis sayles mutual funds prospectuses and fund reports. The fund invests at least 80% of its net assets plus any borrowings made for investment purposes in investment grade fixedincome. Fund fact sheet loomis sayles short term emerging markets. See loomis sayles investment grade bond fund performance, holdings, fees, risk. Loomis sayles has been providing investment management services since 1926, when it was established by founders robert h.
The investment seeks high total investment return through a combination of current income and capital appreciation. As of the most recent prospectus, the investment advisor has contractually agreed to waive fees andor reimburse. Loomis sayles bond fund class n a mutual fund third quarter 2019 fund fact sheet. You may obtain a prospectus or a summary prospectus containing this and other information. Loomis sayles provides investment advisory or subadvisory services to institutional clients through its separate account management services. Loomis sayles investment grade bond fund seeks high total investment return via a combination of current income, capital appreciation. Loomis sayles short term emerging markets bond fund september 2018 fund fact sheet share class. Start a 14day free trial to morningstar premium to unlock our. These major sectors are subdivided into more specific indices that are calculated and reported on a regular basis. Annuity contracts contain exclusions, limitations, reductions of benefits and terms for keeping them in force. This and other important information is contained in the prospectus, which can be obtained on the prospectus page or from your financial professional. Loomis sayles global diversified corporate bond class series f dividend as of july 12, 2019 this document contains key information you should know about loomis sayles global diversified corporate bond class series f. May invest up to 15% of its assets in below investment grade fixed income securities. An active, multistyle investment manager, the firm offers both traditional and highly specialized asset classes.
Loomis sayles global allocation portfolio portfolio statistics 123119 fund peer bmrk. Ia usd about the fund investment objective investment return through income. Loomis sayles funds i and loomis sayles funds ii are each registered with the securities and exchange commission the sec as an openend management investment company. Additional risk information for this product may be found in the prospectus or other. The average is calculated and funds are assigned to a category by morningstar. Loomis sayles or the adviser has given a binding contractual undertaking to the fund to limit the amount of the funds total annual fund operating expenses to. Under normal circumstances, the fund will invest at least 80% of its net assets plus any borrowings made for. Lsigx quote loomis sayles investment grade bond fund. Each fact sheet contains detailed product information in a printable pdf. The investment return and the principal value of an investment will fluctuate so that an investors shares, w hen redeemed, may be worth more or less than their original cost. Bond prices may change in response to many factors, including changes to market interest rates, inflation.
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