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Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX)

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9.83 +0.01    +0.10%
13/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 14.57B
Loomis Sayles Investment Grade Bond Y 9.83 +0.01 +0.10%

LSIIX Overview

 
On this page you'll find an in-depth profile of Loomis Sayles Investment Grade Bond Fund Class Y. Learn about the key management, total assets, investment strategy and contact information of LSIIX among other information.
Category

Intermediate Core-Plus Bond

Total Assets

14.57B

Expenses

0.49%

Inception Date

35430

Contact Information

Address P.O. Box 219594
Kansas City,MO 64121-9594
United States
Phone +1 8006333330

Top Executives

Name Title Since Until
Brian P. Kennedy Senior fund accountant 2013 Now
Biography Brian Kennedy is a co-portfolio manager on the full discretion team at Loomis, Sayles & Company. He has 33 years of investment industry experience. Brian joined Loomis Sayles in 1994 as a securitized and government bond trader. He transitioned to the high yield trading desk in 2001, where he initiated the firm’s trading of bank loans, while also trading high yield, convertibles, derivatives and equities. Brian joined the full discretion team as product manager in 2009 and was promoted to co-portfolio manager of the investment grade bond product suite in 2013.
Matthew J. Eagan Executive Vice President 2006 Now
Biography Matt Eagan is a portfolio manager and head of the full discretion team at Loomis, Sayles & Company. He is also a member of the firm’s Board of Directors. Matt has 33 years of investment industry experience as a portfolio manager and fixed income analyst. Matt joined Loomis Sayles in 1997 as a fixed income research analyst for the multisector fixed income team and became a portfolio manager in 2000. He was promoted to co-head of the full discretion team in 2012.
Elaine M. Stokes Executive Vice President 2006 2023
Biography Elaine M. Stokes joined Loomis Sayles in 1988 and is a Director, Portfolio Manager and Co‑Head of the full discretion team. She has 33 years of investment industry experience. She is also a Co‑Portfolio Manager of the Loomis Sayles Strategic Alpha Fund and other fixed income funds managed by Loomis Sayles. Prior to becoming a Portfolio Manager in 2000, she had experience working in high yield, global and emerging markets. She has served as a senior fixed income trader and portfolio specialist. She earned a BS from St. Michael’s College.
Daniel J. Fuss Executive Vice President 1996 2018
Biography Dan Fuss has 65 years of experience in the investment industry and has been with Loomis, Sayles & Company since 1976. He is vice chairman of the firm’s Board of Directors and a senior advisor to the full discretion team. In 2019, Dan was awarded the Outstanding Portfolio Manager Award at the US Morningstar Awards for Investing Excellence. In 2012, he received both the Institutional Investor Money Management Lifetime Achievement Award and the Lipper Excellence in Investing Award. In 2013, Dan received the CFA Society of Milwaukee Lifetime Achievement Award.
Kathleen C. Gaffney Vice President 2006 2012
Biography Ms. Gaffney has been at Eaton Vance and BMR since October 2012. Prior to joining Eaton Vance in 2012, she was a vice president and portfolio manager at Loomis, Sayles & Company. Ms. Gaffney began her career at Loomis Sayles in 1984. From 1992 to 2012, she served as Vice President and Fixed Income Portfolio Manager. From 1988 - 1992 she held served as Vice President and Fixed Income Trader. From 1984 to 1988 she served as a Fixed Income and Equity Trader. Ms. Gaffney holds the designation of Chartered Financial Analyst. She received a B.A. from the University of Massachusetts at Amherst, and has been with the investment industry since 1984.
Steven Kaseta Vice President 2002 2008
Biography Kaseta began his investment career in 1982 and has been at Loomis Sayles since 1994. Kaseta holds the Chartered Financial Analyst designation.
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