LIGAX

About LIGAX

Loomis Sayles Investment Grade Bond Fund Administrative Class is an open-end mutual fund specializing in investment grade fixed-income securities. Its primary objective is to achieve a high total return by combining current income with capital appreciation. The fund primarily invests at least 80% of its assets in a diverse array of investment grade bonds, including corporate debt, U.S. government securities, and mortgage- and asset-backed instruments. Managed with a core-plus bond strategy, it actively seeks opportunities across various sectors and credit qualities, while also being able to allocate up to 30% to foreign issuers and a maximum of 15% to below investment grade (high-yield) bonds. This approach provides access to both stability and strategic diversification, aiming to benefit from changing market environments. The fund typically maintains medium credit quality and moderate interest rate sensitivity. With over a thousand individual holdings and robust asset size, it plays a significant role in supporting investors’ needs for income and risk-adjusted return, while serving as a foundational holding in many diversified fixed income portfolios.