LGBNX – Fund Analysis – Loomis Sayles Investment Grade Bond N | Morningstar

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Will LGBNX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LGBNX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the LGBNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of LGBNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A standout core-plus fund.

Associate Director Brian Moriarty

Brian Moriarty

Associate Director

Summary

While longtime manager Elaine Stokes' recent retirement is a meaningful loss, Loomis Sayles Investment Grade Bond continues to benefit from an impressive management team and robust resources.

by Brian Moriarty

Rated on Mar 1, 2024 Published on Mar 1, 2024

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