LGBCX : Loomis Sayles Investment Grade Bond Fund Class C

LGBCX is a Bond Market Total US Bond Market with HIGH fees.

LGBCX

Loomis Sayles Investment Grade Bond Fund Class C

FI Score

47 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

47% FI Score
  • lgbcx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Loomis Sayles Investment Grade Bond Fund Class C

Expenses: 1.52% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks high total investment return through a combination of current income and capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings made for investment purposes) in investment grade fixed-income securities. It may invest up to 15% of its assets in below investment grade fixed-income securities (also known as "junk bonds"). The fund may invest in fixed-income securities of any maturity. In connection with its principal investment strategies, it may invest up to 30% of its assets in U.S. dollar-denominated foreign securities, including emerging markets securities.

Largest Holdings

Amount Holding
4.03% United States Treasury Notes 0.38%
2.20% United States Treasury Bonds 3%
1.56% Textron Inc. 5.95%
1.53% United States Treasury Bonds 3%
1.48% JPMorgan Chase & Co. 4.12%
1.32% AT&T Inc 4.3%
1.31% United States Treasury Notes 1.5%
1.25% T-Mobile USA, Inc. 3.88%
1.01% Bank of America Corporation 3.42%
1.01% Jefferies Group LLC 5.12%

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