Breaking News
Get 55% Off 0
NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stock
Read More
Close

Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
9.84 -0.02    -0.20%
20/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 14.7B
Loomis Sayles Investment Grade Bond Y 9.84 -0.02 -0.20%

LSIIX Overview

 
Find basic information about the Loomis Sayles Investment Grade Bond Fund Class Y mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LSIIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change3.57%
Prev. Close9.86
Risk Rating
TTM Yield4.74%
ROE17.71%
IssuerN/A
Turnover25%
ROA2.42%
Inception Date35430
Total Assets14.7B
Expenses0.49%
Min. Investment100,000
Market Cap37.99B
CategoryIntermediate Core - Plus Bond
What is your sentiment on Loomis Sayles Investment Grade Bond Y?
or
Vote to see community's results!

Loomis Sayles Investment Grade Bond Fund Class Y Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1033 1006 1126 983 1106 1287
Fund Return 3.33% 0.56% 12.63% -0.56% 2.03% 2.55%
Place in category 133 181 105 31 9 18
% in Category 25 33 17 10 3 8

Top Bond Funds by Loomis Sayles Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Loomis Sayles Investment Grade BonN 14.7B 3.37 -0.51 2.63
  Loomis Sayles Investment Grade BonA 14.7B 3.01 -0.84 2.29
  Loomis Sayles Investment Grade BonC 14.7B 2.44 -1.56 1.53
  Loomis Sayles Core Plus Bond A 7.76B 1.48 -2.20 1.59
  Loomis Sayles Core Plus Bond C 7.76B 0.85 -2.94 0.83

Top Funds for Intermediate Core-Plus Bond Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Income 72.21B 3.00 -0.42 2.57
  Strategic Advisers Core Income 42.86B 2.64 -2.08 1.99
  PIMCO Total Return Instl 36.73B 2.88 -1.99 1.81
  Bridge Builder Core Plus Bond 36.65B 2.74 -1.44 -
  Baird Core Plus Bond Inst 34.74B 2.96 -1.38 2.25

Top Holdings

Name ISIN Weight % Last Change %
Us Long Bond(Cbt) Dec24 Xcbt 20241219 - 15.50 - -
Us 5yr Note (Cbt) Dec24 Xcbt 20241231 - 9.92 - -
United States Treasury Notes 4.625% - 7.01 - -
10 Year Treasury Note Future Dec 24 - 6.27 - -
United States Treasury Notes 3.75% - 2.80 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Strong Sell Strong Sell
Technical Indicators Strong Sell Strong Sell BUY
Summary Strong Sell Strong Sell Neutral
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

LSIIX Comments

Write your thoughts about Loomis Sayles Investment Grade Bond Fund Class Y
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email