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%
1.00% Shell International Finance B.V. 1.88%
0.93% ArcelorMittal S.A. 6.75%
0.87% Anheuser-Busch InBev Worldwide Inc. 4.5%
0.86% National Life Insurance Company 10.5%
0.83% United States Treasury Notes 1.38%
0.76% Vistra Operations Co LLC 3.7%
0.76% Ally Financial Inc. 4.62%
0.76% Glencore Funding LLC 4%
0.75% Toyota Motor Credit Corporation 2.65%
0.73% Sunoco Logistics Partners Operations L.P. 4%
0.70% Energy Transfer Operating L P 5.25%
0.70% Morgan Stanley 5.6%
0.67% Anglo American Capital PLC 4.5%
0.66% Broadcom Inc 4.75%
0.65% Telefonica Emisiones S.A.U. 5.52%

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