LSIGX Mutual Fund

LSIGX Mutual Fund (Loomis Sayles Investment Grade Fixed Income Fund) is managed by Loomis Sayles Funds with $188.8M in net assets. LSIGX expense ratio is 0.53%, holding 662 positions across sectors including Financials, Utilities, Information Technology. Inception date: 1994-07-01.

LSIGX performance shows a YTD return of -2.92%. The 1-year return is -1.97% and the 5-year return is 0.89%. LSIGX dividend yield stands at 5.94%, paid monthly.

LSIGX top holdings include 2 Year Treasury Note Future Sept 26 0 09/30/2026 (7.4%), Us 5Yr Note (Cbt) Sep26 Xcbt 20260930 0 09/30/2026 (6.7%), Us Ultra Bond Cbt Sep26 Xcbt 20260921 0 09/21/2026 (4.8%), Us Treas Bds 5% 05/15/45 (2.9%), Us Treasury N/B 03/28 3.875 (2.9%). Go to all LSIGX holdings, LSIGX sectors, or LSIGX dividends.

LSIGX can be compared against other funds. Use LSIGX overlap to find shared positions, or LSIGX vs another fund for a side-by-side view. LSIGX alternatives are available via the screener, along with tax-loss harvesting opportunities.