LGBCX

About LGBCX

Loomis Sayles Investment Grade Bond Fund Class C is a mutual fund that focuses on providing investors with a high total return through a combination of current income and capital appreciation. The fund primarily invests at least 80% of its assets in a broad spectrum of investment grade fixed-income securities, including corporate bonds, U.S. government securities, and mortgage- or asset-backed securities. It may also allocate up to 15% of its holdings to below investment grade debt, allowing for some exposure to higher-yielding instruments while maintaining an overall investment grade profile. With over 1,000 holdings and substantial total assets, the fund offers considerable diversification across U.S. fixed-income markets. Its role in the financial market is to serve as an intermediate core-plus bond fund, often used by investors seeking regular income through monthly dividends and a risk profile typically lower than that of stock funds. The fund has an established performance track record since its inception in 2003, regularly distributing monthly dividends, and operates with a moderate expense ratio relative to its peer group.