Mutual Fund Insights: Loomis Sayles Investment Grade F/I Fund (LSIGX)

In-depth Analysis of Loomis Sayles Investment Grade F/I Fund (LSIGX)

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See Loomis Sayles Investment Grade F/I Fund (LSIGX) performance details as of February 28, 2010

  

Last Trade: $12.82 on 3/19/2010, Change: -0.02 (-0.16%)

  

Fund Manager - Kathleen C. J Gaffney

Fund Manager Tenure: 3.5 years
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

Gaffney, Vice President of Loomis Sayles, began her investment career in 1984 and joined Loomis Sayles in 1984. Kathleen C. J Gaffney has over 23 years of investment experience. Kathleen C. J Gaffney holds the Chartered Financial Analyst designation.  Get more insights on Kathleen C. J Gaffney

  

 What we like about Loomis Sayles Investment Grade F/I Fund (LSIGX)

Data for Loomis Sayles Investment Grade F/I Fund (LSIGX) as of February 28, 2010

• Loomis Sayles Investment Grade F/I Fund (LSIGX) management has been with Loomis Sayles Investment Grade F/I Fund for 3.5 years
• Loomis Sayles Investment Grade F/I Fund (LSIGX) has good short-term performance (1-year return 32.16% vs 28.60 % Long-Term Bond category average)
• Loomis Sayles Investment Grade F/I Fund (LSIGX) has good mid-term performance (3-year return 7.49% vs 4.93 % Long-Term Bond category average)
• Loomis Sayles Investment Grade F/I Fund (LSIGX) has good Long-term performance (5-year return 7.02% vs 4.67 % Long-Term Bond category average)
• Loomis Sayles Investment Grade F/I Fund (LSIGX) ratio of up-years vs down years is greater than 2
• Loomis Sayles Investment Grade F/I Fund (LSIGX) has a Morningstar rating of 4 and above
• Loomis Sayles Investment Grade F/I Fund (LSIGX) has an annual stock turnover rate of 22.00% vs Long-Term Bond average of 164.04%. It is good that Loomis Sayles Investment Grade F/I management does not trade extensively for its return.
• Loomis Sayles Investment Grade F/I Fund (LSIGX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.47, lower than category average of 11.6
• Loomis Sayles Investment Grade F/I Fund (LSIGX) has a lower management fee than its Long-Term Bond average: 0.49% vs 0.92%
• Loomis Sayles Investment Grade F/I Fund (LSIGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Loomis Sayles Investment Grade F/I Fund (LSIGX)

Data for Loomis Sayles Investment Grade F/I Fund (LSIGX) as of February 28, 2010

See Loomis Sayles Investment Grade F/I Fund (LSIGX) performance details as of February 28, 2010

  

  

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Loomis Sayles Investment Grade F/I Fund (LSIGX) Net Asset

Track net asset change of Loomis Sayles Investment Grade F/I fund (LSIGX)

Date	Net Asset
02/2010	$502.94M
01/2010	$503.71M
11/2009	$545.21M

More historic net asset information on Loomis Sayles Investment Grade F/I Fund (LSIGX)

  

Loomis Sayles Investment Grade F/I Fund (LSIGX) Portfolio Allocation

Track portfolio allocation change of Loomis Sayles Investment Grade F/I fund (LSIGX)

Date	Cash	Stock	Bond	Other
11/2009	8.17%	0.1%	88.43%	3.31%
09/2009	7.16%	0.1%	89.5%	3.24%
08/2009	5.3%	0.1%	90.97%	3.63%

Click here to see more historic asset allocation information on Loomis Sayles Investment Grade F/I Fund (LSIGX)

  

Most Recent Top 10 Holdings in Loomis Sayles Investment Grade F/I Fund (LSIGX)

Discover what Loomis Sayles Investment Grade F/I Fund (LSIGX) manager is buying

30-Nov-09 Canada Govt 3.75% [5.77%] Canada Govt 5.25% [3.15%] Norway (Kingdom Of) 6.5% [1.81%] Canada Govt 3.75% [1.76%] Deutsche Telekom Intl Fin B V 6% [1.65%] Erac Usa Fin 144A 7% [1.56%] Roche Hldgs 144A 5% [1.31%] Kinder Morgan Engy Partners 5.95% [1.05%] Canada Govt 1% [1.04%] Continental Airl Pt Tr 2009-1 9% [1.01%]

30-Sep-09 CANADA GOVT [5.95%] Canada Govt 5.25% [3.26%] Norway (Kingdom Of) 6.5% [1.85%] Canada Govt 3.75% [1.81%] DEUTSCHE TELEKOM INTL FIN B V [1.7%] Erac Usa Fin 144A 7% [1.58%] Roche Hldgs 144A 5% [1.37%] Kinder Morgan Engy Partners 5.95% [1.08%] Chevron Phillips Chem Co 144A 8.25% [1.05%] CONTINENTAL AIRL PT TR 2009-1 [1.03%]

31-Aug-09 Canada Govt 3.75% [5.93%] Canada Govt 5.25% [3.27%] Norway (Kingdom Of) 6.5% [1.84%] Canada Govt 3.75% [1.82%] DEUTSCHE TELEKOM INTL FIN B V [1.76%] Erac Usa Fin 144A 7% [1.55%] Roche Hldgs 144A 5% [1.4%] Kinder Morgan Engy Partners 5.95% [1.11%] Chevron Phillips Chem Co 144A 8.25% [1.02%] CONTINENTAL AIRL PT TR 2009-1 [1.02%]

Click here for Stock Holding Change Map in Loomis Sayles Investment Grade F/I Fund (LSIGX)

  

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See more information on Loomis Sayles Investment Grade F/I Fund (LSIGX)

• Loomis Sayles Investment Grade F/I Fund Insights
• Loomis Sayles Investment Grade F/I Fund Performance Data
• Loomis Sayles Investment Grade F/I Fund News
• Loomis Sayles Investment Grade F/I Fund Score Explaination
• Loomis Sayles Investment Grade F/I Fund Manager Information
• Historic Loomis Sayles Investment Grade F/I Fund Asset Allocation Report
• Historic Loomis Sayles Investment Grade F/I Fund Top 10 Holding Tracking
• Historic Loomis Sayles Investment Grade F/I Fund Asset Under Management Tracking