LSIGX

ActiveMin. $1M

Loomis Sayles Investment Grade Fixed Income Fund

Category: US Bond (5,386 funds)

Expense Ratio
0.53%
Annual Cost per $10K
$53.00
30-Year Fee Drag per $10K
$10,536
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+5.86%

Asset Allocation

US Bond
74%
Intl Bond
24%
Cash
2%

Fee Comparison

LSIGX
0.53%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

30% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+22.40%3Y
Compare to

Fee Impact Calculator

$
%
LSIGX at 0.53%$327,935
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$52,678
Cost vs index fund−$49,489

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
LSIGXLoomis Sayles Investment Grade Fixed Income Fund0.53%
LDLVXLord Abbett Short Duration Income Fund0.32%
PIINXPIMCO Income Fund1.08%
PTRAXPIMCO Total Return Fund0.76%
DTBRXPGIM Total Return Bond Fund0.75%
VFSTXVANGUARD SHORT-TERM INVESTMENT-GRADE FUND0.07%
MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund0.36%
LSBNXLoomis Sayles Bond Fund0.60%
LAUVXLord Abbett Income Fund0.45%
VUBFXVANGUARD ULTRA-SHORT-TERM BOND FUND0.20%
VWEAXVANGUARD HIGH-YIELD CORPORATE FUND0.22%
BCOSXBaird Core Plus Bond Fund0.55%
BSBSXBaird Short-Term Bond Fund0.55%
MFIWXMFS Income Fund0.40%
NERNXLoomis Sayles Core Plus Bond Fund0.39%
FDIAXFidelity Advisor Limited Term Bond Fund0.60%
VCOBXVANGUARD CORE BOND FUND0.10%
STYAXAllspring Core Plus Bond Fund0.67%
JSDUXJPMorgan Short Duration Bond Fund0.28%
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF0.04%
FZOLXFidelity SAI Low Duration Bond Fund0.20%
JSDCXJPMorgan Short Duration Core Plus Fund0.39%
APDFXArtisan High Income Fund0.80%
CMBKXAmerican Funds Multi-Sector Income Fund0.70%
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND0.06%
VFICXVANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND0.20%
PSTQXPGIM Short-Term Corporate Bond Fund0.38%
VPVTRDVPIMCO Total Return Portfolio0.79%
LHYOXLord Abbett High Yield Fund0.63%
PGCAXPIMCO Investment Grade Credit Bond Fund1.34%
CCHIXHigh Yield Fund0.51%
MRBBXMFS Total Return Bond Fund0.60%
LBNOXLORD ABBETT BOND DEBENTURE FUND INC0.62%
TRZOXT. Rowe Price Short-Term Bond Fund, Inc.0.31%
JDYRXPGIM High Yield Fund0.74%
TSBBXNuveen Core Impact Bond Fund0.51%
USIGiShares Broad USD Investment Grade Corporate Bond ETF0.04%
IIBPXVOYA INTERMEDIATE BOND PORTFOLIO0.79%
TAAQXTransamerica Short-Term Bond0.42%
VUSBVANGUARD ULTRA-SHORT BOND ETF0.10%
BAGSXBaird Aggregate Bond Fund0.55%
LGBNXLoomis Sayles Investment Grade Bond Fund0.44%
WAPSXWestern Asset Core Plus Bond Fund0.42%
LSYAXLord Abbett Short Duration High Yield Fund1.05%
PHYAXPIMCO High Yield Fund0.85%
PSFAXPIMCO Short-Term Fund0.73%
ICIRXInvesco Conservative Income Fund0.46%
NHFIXHigh Yield Fixed Income Fund0.61%
PPLZXDWS Short Duration Fund0.38%
DOXIXDodge & Cox Income Fund0.33%
GSYInvesco Ultra Short Duration ETF0.22%
FHRRXFranklin High Income Fund0.50%
FBKWXFidelity Total Bond Fund0.75%
GIBRXGuggenheim Total Return Bond Fund0.49%
THLIXTHRIVENT SHORT-TERM BOND FUND0.43%
FTSMFirst Trust Enhanced Short Maturity ETF0.25%
CRSAXCredit Suisse Commodity Return Strategy Fund0.80%
MAFRXVictory Pioneer Multi-Asset Ultrashort Income Fund0.58%
FIHAXFederated Hermes Institutional High Yield Bond Fund0.75%
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND0.06%
BUBSXBaird Ultra Short Bond Fund0.40%
ACPSXInvesco Core Plus Bond Fund0.79%
IHIFXMacquarie High Income Fund1.13%
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF0.04%
PBFKXVictory Pioneer Bond Fund0.36%
NRSIXNeuberger Berman Strategic Income Fund0.51%
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF0.14%
EIBRXEaton Vance Income Fund of Boston0.66%
PFRIXPGIM Floating Rate Income Fund0.80%
RHYAXRBC BlueBay High Yield Bond Fund0.49%
LUBOXLord Abbett Ultra Short Bond Fund0.24%
LIFOXLord Abbett Inflation Focused Fund0.52%
GTOInvesco Total Return Bond ETF0.25%
HYSAXPGIM Short Duration High Yield Income Fund1.00%
IBDRiShares iBonds Dec 2026 Term Corporate ETF0.10%
MXLMXEmpower Multi-Sector Bond Fund0.90%
RAVIFlexShares Ultra-Short Income Fund0.25%
HIGFXAmerican High Income Trust0.32%
LFROXLord Abbett Floating Rate Fund0.54%
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
TSRSXThornburg Strategic Income Fund0.53%
SPSBSPDR Portfolio Short Term Corporate Bond ETF0.04%
FSMTXFidelity SAI Total Bond Fund0.29%
AFRFXInvesco Floating Rate ESG Fund0.72%
PLSTXAristotle Strategic Income Fund0.94%
ACGZXAB Income Fund0.54%
MHYWXHigh Yield Bond Series0.11%
TICCXT. Rowe Price Corporate Income Fund, Inc.0.41%
PYCTXPayden Corporate Bond Fund0.56%
TRZWXT. Rowe Price Ultra Short-Term Bond Fund0.19%
JMTNXJanus Henderson Multi-Sector Income Fund0.88%
BGHAXBrandywineGLOBAL - HIGH YIELD FUND0.89%
PYCSXPayden Core Bond Fund0.42%
ISTBiShares Core 1-5 Year USD Bond ETF0.06%
ERHIXEaton Vance High Income Opportunities Fund0.55%
FLRRXFranklin Low Duration Total Return Fund0.31%
PULSPGIM Ultra Short Bond ETF0.15%
NWCIXNationwide Invesco Core Plus Bond Fund0.49%
VPLSVANGUARD CORE-PLUS BOND ETF0.20%
LDURPIMCO Enhanced Low Duration Active Exchange-Traded Fund0.54%
STRKXVictory Pioneer Strategic Income Fund0.59%

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