Loomis Sayles Investment Grade Bond Fund
Name
As of 04/19/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
-2.3%
1 yr return
1.2%
3 Yr Avg Return
-2.8%
5 Yr Avg Return
1.0%
Net Assets
$11 B
Holdings in Top 10
22.9%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 1.55%
SALES FEES
Front Load N/A
Deferred Load 1.00%
TRADING FEES
Turnover 27.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$2,500
IRA
$1,000
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 04/19/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
LGBCX - Profile
Distributions
- YTD Total Return -2.3%
- 3 Yr Annualized Total Return -2.8%
- 5 Yr Annualized Total Return 1.0%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 1.50%
- Dividend Yield 0.0%
- Dividend Distribution Frequency None
Fund Details
-
Legal NameLoomis Sayles Investment Grade Bond Fund
-
Fund Family NameNatixis Loomis Sayles Funds
-
Inception DateFeb 01, 2013
-
Shares OutstandingN/A
-
Share ClassC
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerElaine Stokes
Fund Description
LGBCX - Performance
Return Ranking - Trailing
Period | LGBCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -2.3% | -12.9% | 2.8% | 22.12% |
1 Yr | 1.2% | -10.7% | 10.3% | 18.51% |
3 Yr | -2.8%* | -11.0% | 24.6% | 15.53% |
5 Yr | 1.0%* | -7.0% | 190.4% | 12.60% |
10 Yr | 1.1%* | -2.6% | 73.3% | 56.22% |
* Annualized
Return Ranking - Calendar
Period | LGBCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 2.8% | -16.2% | 8.1% | 16.33% |
2022 | -14.2% | -34.7% | 131.9% | 11.19% |
2021 | -3.7% | -11.6% | 4.4% | 65.18% |
2020 | 2.8% | -10.1% | 946.1% | 70.03% |
2019 | 5.2% | -1.7% | 16.9% | 65.18% |
Total Return Ranking - Trailing
Period | LGBCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -2.3% | -12.9% | 2.8% | 22.12% |
1 Yr | 1.2% | -10.7% | 10.3% | 18.51% |
3 Yr | -2.8%* | -11.0% | 24.6% | 15.53% |
5 Yr | 1.0%* | -7.0% | 190.4% | 12.60% |
10 Yr | 1.1%* | -2.6% | 73.3% | 56.22% |
* Annualized
Total Return Ranking - Calendar
Period | LGBCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 6.4% | -11.3% | 11.0% | 34.36% |
2022 | -12.3% | -32.2% | 131.9% | 13.84% |
2021 | -0.7% | -9.4% | 9.2% | 38.43% |
2020 | 10.6% | -1.9% | 1009.0% | 12.73% |
2019 | 7.9% | 1.1% | 21668.0% | 74.46% |
NAV & Total Return History
LGBCX - Holdings
Concentration Analysis
LGBCX | Category Low | Category High | LGBCX % Rank | |
---|---|---|---|---|
Net Assets | 11 B | 2.9 M | 314 B | 15.80% |
Number of Holdings | 913 | 1 | 17889 | 41.10% |
Net Assets in Top 10 | 2.37 B | -106 M | 36.5 B | 14.36% |
Weighting of Top 10 | 22.90% | 4.4% | 134.1% | 53.91% |
Top 10 Holdings
- United States Treasury Bill- When Issued 4.99%
- United States Treasury Bill 3.32%
- United States Treasury Bill 2.78%
- FIXED INC CLEARING CORP.REPO 2.19%
- United States Treasury Bill 1.98%
- United States Treasury Note/Bond 1.93%
- United States Treasury Note/Bond 1.85%
- United States Treasury Bill 1.42%
- United States Cash Management Bill - Reopening 1.30%
- United States Treasury Note/Bond 1.14%
Asset Allocation
Weighting | Return Low | Return High | LGBCX % Rank | |
---|---|---|---|---|
Bonds | 68.62% | 0.00% | 215.98% | 95.78% |
Cash | 18.27% | -54.51% | 79.52% | 2.75% |
Other | 13.15% | -13.23% | 50.66% | 17.80% |
Convertible Bonds | 3.31% | 0.00% | 7.93% | 6.34% |
Preferred Stocks | 0.22% | 0.00% | 74.68% | 14.55% |
Stocks | 0.00% | 0.00% | 99.93% | 38.67% |
Bond Sector Breakdown
Weighting | Return Low | Return High | LGBCX % Rank | |
---|---|---|---|---|
Corporate | 56.62% | 0.00% | 100.00% | 4.16% |
Securitized | 23.80% | 0.00% | 98.40% | 72.67% |
Cash & Equivalents | 18.27% | 0.00% | 76.23% | 3.83% |
Government | 10.56% | 0.00% | 86.23% | 83.07% |
Derivative | 1.09% | -3.37% | 50.66% | 9.93% |
Municipal | 0.13% | 0.00% | 100.00% | 64.16% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | LGBCX % Rank | |
---|---|---|---|---|
US | 68.62% | 0.00% | 215.98% | 94.49% |
Non US | 0.00% | 0.00% | 39.04% | 42.97% |
LGBCX - Expenses
Operational Fees
LGBCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.55% | 0.01% | 39.10% | 9.42% |
Management Fee | 0.40% | 0.00% | 1.76% | 60.48% |
12b-1 Fee | 1.00% | 0.00% | 1.00% | 85.04% |
Administrative Fee | N/A | 0.01% | 0.50% | 94.93% |
Sales Fees
LGBCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 2.00% | 5.75% | N/A |
Deferred Load | 1.00% | 1.00% | 5.00% | 14.14% |
Trading Fees
LGBCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
LGBCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 27.00% | 2.00% | 493.39% | 6.35% |
LGBCX - Distributions
Dividend Yield Analysis
LGBCX | Category Low | Category High | LGBCX % Rank | |
---|---|---|---|---|
Dividend Yield | 0.00% | 0.00% | 9.45% | 57.90% |
Dividend Distribution Analysis
LGBCX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | None | Monthly | Monthly | Monthly |
Net Income Ratio Analysis
LGBCX | Category Low | Category High | LGBCX % Rank | |
---|---|---|---|---|
Net Income Ratio | 1.50% | -1.28% | 4.79% | 63.50% |
Capital Gain Distribution Analysis
LGBCX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Mar 27, 2024 | $0.032 | OrdinaryDividend |
Feb 27, 2024 | $0.028 | OrdinaryDividend |
Jan 30, 2024 | $0.028 | OrdinaryDividend |
Dec 21, 2023 | $0.036 | OrdinaryDividend |
Nov 29, 2023 | $0.031 | OrdinaryDividend |
Oct 30, 2023 | $0.030 | OrdinaryDividend |
Sep 28, 2023 | $0.027 | OrdinaryDividend |
Aug 30, 2023 | $0.031 | OrdinaryDividend |
Jul 28, 2023 | $0.028 | OrdinaryDividend |
Jun 28, 2023 | $0.028 | OrdinaryDividend |
May 26, 2023 | $0.026 | OrdinaryDividend |
Apr 26, 2023 | $0.024 | OrdinaryDividend |
Mar 28, 2023 | $0.028 | OrdinaryDividend |
Feb 27, 2023 | $0.020 | OrdinaryDividend |
Jan 30, 2023 | $0.018 | OrdinaryDividend |
Dec 23, 2022 | $0.024 | OrdinaryDividend |
Nov 29, 2022 | $0.021 | OrdinaryDividend |
Oct 28, 2022 | $0.019 | OrdinaryDividend |
Sep 28, 2022 | $0.017 | OrdinaryDividend |
Aug 30, 2022 | $0.018 | OrdinaryDividend |
Jul 28, 2022 | $0.016 | OrdinaryDividend |
Jun 28, 2022 | $0.018 | OrdinaryDividend |
May 26, 2022 | $0.015 | OrdinaryDividend |
Apr 26, 2022 | $0.015 | OrdinaryDividend |
Feb 25, 2022 | $0.012 | OrdinaryDividend |
Jan 28, 2022 | $0.012 | OrdinaryDividend |
Nov 29, 2021 | $0.013 | OrdinaryDividend |
Oct 28, 2021 | $0.013 | OrdinaryDividend |
Sep 28, 2021 | $0.014 | OrdinaryDividend |
Aug 30, 2021 | $0.013 | OrdinaryDividend |
Jul 28, 2021 | $0.015 | OrdinaryDividend |
Jun 28, 2021 | $0.015 | OrdinaryDividend |
May 26, 2021 | $0.015 | OrdinaryDividend |
Apr 26, 2021 | $0.015 | OrdinaryDividend |
Feb 25, 2021 | $0.014 | OrdinaryDividend |
Jan 28, 2021 | $0.013 | OrdinaryDividend |
Nov 25, 2020 | $0.017 | OrdinaryDividend |
Oct 27, 2020 | $0.020 | OrdinaryDividend |
Sep 28, 2020 | $0.017 | OrdinaryDividend |
Aug 27, 2020 | $0.018 | OrdinaryDividend |
Jul 28, 2020 | $0.021 | OrdinaryDividend |
Jun 26, 2020 | $0.019 | OrdinaryDividend |
May 27, 2020 | $0.024 | OrdinaryDividend |
Apr 27, 2020 | $0.021 | OrdinaryDividend |
Feb 27, 2020 | $0.019 | OrdinaryDividend |
Jan 29, 2020 | $0.018 | OrdinaryDividend |
Dec 17, 2019 | $0.011 | OrdinaryDividend |
Nov 29, 2019 | $0.021 | OrdinaryDividend |
Oct 29, 2019 | $0.022 | OrdinaryDividend |
Sep 27, 2019 | $0.021 | OrdinaryDividend |
Aug 29, 2019 | $0.021 | OrdinaryDividend |
Jul 31, 2019 | $0.025 | OrdinaryDividend |
Jun 28, 2019 | $0.021 | OrdinaryDividend |
May 29, 2019 | $0.023 | OrdinaryDividend |
Apr 30, 2019 | $0.023 | OrdinaryDividend |
Mar 29, 2019 | $0.023 | OrdinaryDividend |
Feb 28, 2019 | $0.020 | OrdinaryDividend |
Jan 31, 2019 | $0.021 | OrdinaryDividend |
Dec 17, 2018 | $0.019 | OrdinaryDividend |
Nov 30, 2018 | $0.018 | OrdinaryDividend |
Oct 31, 2018 | $0.025 | OrdinaryDividend |
Jul 31, 2018 | $0.002 | OrdinaryDividend |
May 30, 2018 | $0.006 | OrdinaryDividend |
Apr 30, 2018 | $0.005 | OrdinaryDividend |
Mar 29, 2018 | $0.003 | OrdinaryDividend |
Feb 28, 2018 | $0.002 | OrdinaryDividend |
Jan 31, 2018 | $0.006 | OrdinaryDividend |
Dec 18, 2017 | $0.108 | OrdinaryDividend |
Nov 29, 2017 | $0.005 | OrdinaryDividend |
Oct 30, 2017 | $0.008 | OrdinaryDividend |
Sep 27, 2017 | $0.008 | OrdinaryDividend |
Aug 29, 2017 | $0.011 | OrdinaryDividend |
Jul 28, 2017 | $0.012 | OrdinaryDividend |
Jun 28, 2017 | $0.009 | OrdinaryDividend |
May 31, 2017 | $0.010 | OrdinaryDividend |
Apr 28, 2017 | $0.008 | OrdinaryDividend |
Mar 29, 2017 | $0.011 | OrdinaryDividend |
Feb 28, 2017 | $0.011 | OrdinaryDividend |
Jan 31, 2017 | $0.014 | OrdinaryDividend |
Dec 19, 2016 | $0.048 | OrdinaryDividend |
Nov 29, 2016 | $0.018 | OrdinaryDividend |
Oct 26, 2016 | $0.019 | OrdinaryDividend |
Sep 26, 2016 | $0.005 | OrdinaryDividend |
Aug 24, 2016 | $0.007 | OrdinaryDividend |
Jul 26, 2016 | $0.014 | OrdinaryDividend |
Jun 24, 2016 | $0.012 | OrdinaryDividend |
May 25, 2016 | $0.011 | OrdinaryDividend |
Apr 26, 2016 | $0.010 | OrdinaryDividend |
Mar 29, 2016 | $0.013 | OrdinaryDividend |
Feb 29, 2016 | $0.008 | OrdinaryDividend |
Jan 29, 2016 | $0.009 | OrdinaryDividend |
Dec 21, 2015 | $0.024 | OrdinaryDividend |
Dec 02, 2015 | $0.015 | OrdinaryDividend |
Nov 03, 2015 | $0.010 | OrdinaryDividend |
Oct 02, 2015 | $0.005 | OrdinaryDividend |
Sep 02, 2015 | $0.010 | OrdinaryDividend |
Aug 04, 2015 | $0.010 | OrdinaryDividend |
Jul 02, 2015 | $0.010 | OrdinaryDividend |
Jun 02, 2015 | $0.010 | OrdinaryDividend |
May 04, 2015 | $0.008 | OrdinaryDividend |
Apr 02, 2015 | $0.006 | OrdinaryDividend |
Mar 03, 2015 | $0.027 | OrdinaryDividend |
Feb 03, 2015 | $0.026 | OrdinaryDividend |
Dec 18, 2014 | $0.064 | OrdinaryDividend |
Dec 02, 2014 | $0.029 | OrdinaryDividend |
Nov 04, 2014 | $0.027 | OrdinaryDividend |
Oct 02, 2014 | $0.028 | OrdinaryDividend |
Sep 03, 2014 | $0.031 | OrdinaryDividend |
Aug 04, 2014 | $0.030 | OrdinaryDividend |
Jul 02, 2014 | $0.031 | OrdinaryDividend |
Jun 03, 2014 | $0.032 | OrdinaryDividend |
May 02, 2014 | $0.031 | OrdinaryDividend |
Apr 02, 2014 | $0.032 | OrdinaryDividend |
Mar 04, 2014 | $0.034 | OrdinaryDividend |
Feb 04, 2014 | $0.033 | OrdinaryDividend |
Dec 18, 2013 | $0.056 | OrdinaryDividend |
Dec 03, 2013 | $0.038 | OrdinaryDividend |
Nov 04, 2013 | $0.035 | OrdinaryDividend |
Oct 02, 2013 | $0.035 | OrdinaryDividend |
Sep 04, 2013 | $0.038 | OrdinaryDividend |
Aug 02, 2013 | $0.035 | OrdinaryDividend |
Jul 03, 2013 | $0.036 | OrdinaryDividend |
Jun 04, 2013 | $0.036 | OrdinaryDividend |
May 02, 2013 | $0.033 | OrdinaryDividend |
Apr 02, 2013 | $0.034 | OrdinaryDividend |
Mar 04, 2013 | $0.036 | OrdinaryDividend |
Feb 04, 2013 | $0.033 | OrdinaryDividend |
Dec 24, 2012 | $0.118 | OrdinaryDividend |
Dec 04, 2012 | $0.035 | OrdinaryDividend |
Nov 02, 2012 | $0.034 | OrdinaryDividend |
Oct 02, 2012 | $0.035 | OrdinaryDividend |
Sep 05, 2012 | $0.037 | OrdinaryDividend |
Aug 02, 2012 | $0.036 | OrdinaryDividend |
Jul 03, 2012 | $0.037 | OrdinaryDividend |
Jun 04, 2012 | $0.037 | OrdinaryDividend |
May 02, 2012 | $0.037 | OrdinaryDividend |
Apr 03, 2012 | $0.037 | OrdinaryDividend |
Mar 02, 2012 | $0.037 | OrdinaryDividend |
Feb 02, 2012 | $0.038 | OrdinaryDividend |
Dec 06, 2011 | $0.040 | OrdinaryDividend |
Nov 07, 2011 | $0.040 | OrdinaryDividend |
Oct 06, 2011 | $0.038 | OrdinaryDividend |
Sep 07, 2011 | $0.041 | OrdinaryDividend |
Aug 04, 2011 | $0.042 | OrdinaryDividend |
Jul 07, 2011 | $0.043 | OrdinaryDividend |
Jun 06, 2011 | $0.041 | OrdinaryDividend |
May 10, 2011 | $0.042 | OrdinaryDividend |
Apr 06, 2011 | $0.043 | OrdinaryDividend |
Mar 04, 2011 | $0.042 | OrdinaryDividend |
Feb 04, 2011 | $0.043 | OrdinaryDividend |
Dec 06, 2010 | $0.042 | OrdinaryDividend |
Nov 05, 2010 | $0.040 | OrdinaryDividend |
Oct 06, 2010 | $0.040 | OrdinaryDividend |
Sep 07, 2010 | $0.039 | OrdinaryDividend |
Aug 05, 2010 | $0.035 | OrdinaryDividend |
Jul 07, 2010 | $0.039 | OrdinaryDividend |
Jun 04, 2010 | $0.040 | OrdinaryDividend |
May 10, 2010 | $0.040 | OrdinaryDividend |
Apr 07, 2010 | $0.041 | OrdinaryDividend |
Mar 04, 2010 | $0.041 | OrdinaryDividend |
Feb 04, 2010 | $0.042 | OrdinaryDividend |
Jan 06, 2010 | $0.044 | OrdinaryDividend |
Dec 04, 2009 | $0.038 | OrdinaryDividend |
Nov 06, 2009 | $0.042 | OrdinaryDividend |
Oct 06, 2009 | $0.038 | OrdinaryDividend |
Sep 04, 2009 | $0.043 | OrdinaryDividend |
Aug 06, 2009 | $0.045 | OrdinaryDividend |
Jul 07, 2009 | $0.042 | OrdinaryDividend |
Jun 04, 2009 | $0.038 | OrdinaryDividend |
May 11, 2009 | $0.038 | OrdinaryDividend |
Apr 06, 2009 | $0.041 | OrdinaryDividend |
Mar 05, 2009 | $0.039 | OrdinaryDividend |
Feb 02, 2009 | $0.040 | OrdinaryDividend |
Dec 01, 2008 | $0.050 | OrdinaryDividend |
Nov 06, 2008 | $0.049 | OrdinaryDividend |
Oct 06, 2008 | $0.044 | OrdinaryDividend |
Sep 05, 2008 | $0.048 | OrdinaryDividend |
Aug 06, 2008 | $0.048 | OrdinaryDividend |
Jul 07, 2008 | $0.047 | OrdinaryDividend |
Jun 05, 2008 | $0.042 | OrdinaryDividend |
May 08, 2008 | $0.040 | OrdinaryDividend |
Apr 04, 2008 | $0.035 | OrdinaryDividend |
Mar 06, 2008 | $0.036 | OrdinaryDividend |
Feb 06, 2008 | $0.041 | OrdinaryDividend |
Jan 04, 2008 | $0.095 | OrdinaryDividend |
Dec 06, 2007 | $0.040 | OrdinaryDividend |
Nov 06, 2007 | $0.041 | OrdinaryDividend |
Oct 04, 2007 | $0.041 | OrdinaryDividend |
Sep 07, 2007 | $0.040 | OrdinaryDividend |
Aug 06, 2007 | $0.040 | OrdinaryDividend |
Jul 06, 2007 | $0.040 | OrdinaryDividend |
Jun 06, 2007 | $0.038 | OrdinaryDividend |
May 07, 2007 | $0.040 | OrdinaryDividend |
Apr 05, 2007 | $0.039 | OrdinaryDividend |
Mar 06, 2007 | $0.039 | OrdinaryDividend |
Feb 06, 2007 | $0.040 | OrdinaryDividend |
Jan 04, 2007 | $0.109 | OrdinaryDividend |
Dec 06, 2006 | $0.041 | OrdinaryDividend |
Nov 06, 2006 | $0.043 | OrdinaryDividend |
Oct 05, 2006 | $0.041 | OrdinaryDividend |
Sep 07, 2006 | $0.040 | OrdinaryDividend |
Aug 04, 2006 | $0.040 | OrdinaryDividend |
Jul 07, 2006 | $0.039 | OrdinaryDividend |
Jun 06, 2006 | $0.040 | OrdinaryDividend |
May 08, 2006 | $0.041 | OrdinaryDividend |
Apr 06, 2006 | $0.038 | OrdinaryDividend |
Mar 06, 2006 | $0.038 | OrdinaryDividend |
Feb 06, 2006 | $0.039 | OrdinaryDividend |
Dec 06, 2005 | $0.038 | OrdinaryDividend |
Nov 01, 2005 | $0.033 | OrdinaryDividend |
Oct 06, 2005 | $0.036 | OrdinaryDividend |
Sep 07, 2005 | $0.037 | OrdinaryDividend |
Aug 04, 2005 | $0.036 | OrdinaryDividend |
Jul 07, 2005 | $0.036 | OrdinaryDividend |
Jun 06, 2005 | $0.029 | OrdinaryDividend |
May 05, 2005 | $0.037 | OrdinaryDividend |
Apr 06, 2005 | $0.037 | OrdinaryDividend |
Mar 04, 2005 | $0.037 | OrdinaryDividend |
Feb 04, 2005 | $0.039 | OrdinaryDividend |
Dec 06, 2004 | $0.036 | OrdinaryDividend |
Nov 04, 2004 | $0.042 | OrdinaryDividend |
Oct 06, 2004 | $0.042 | OrdinaryDividend |
Sep 07, 2004 | $0.041 | OrdinaryDividend |
Aug 05, 2004 | $0.039 | OrdinaryDividend |
Jul 07, 2004 | $0.039 | OrdinaryDividend |
Jun 04, 2004 | $0.040 | OrdinaryDividend |
May 06, 2004 | $0.039 | OrdinaryDividend |
Apr 06, 2004 | $0.039 | OrdinaryDividend |
Mar 04, 2004 | $0.041 | OrdinaryDividend |
Feb 02, 2004 | $0.044 | OrdinaryDividend |
Jan 06, 2004 | $0.043 | OrdinaryDividend |
Dec 04, 2003 | $0.068 | OrdinaryDividend |
Nov 06, 2003 | $0.047 | OrdinaryDividend |
Oct 06, 2003 | $0.048 | OrdinaryDividend |
LGBCX - Fund Manager Analysis
Managers
Elaine Stokes
Start Date
Tenure
Tenure Rank
Sep 30, 2006
15.68
15.7%
Elaine M. Stokes is an Executive Vice President and a member of the Board of Directors of Loomis Sayles. She has joined Loomis Sayles in 1988. Prior to becoming a portfolio manager in 2000, she had experience working in high yield, global and emerging markets, serving as a senior fixed-income trader and portfolio specialist. Ms. Stokes is co-head and founder of the Loomis Sayles Women's Network group and is on the executive board for the Strong Women, Strong Girls nonprofit organization. Ms. Stokes earned a BS from St. Michael's College.
Matthew Eagan
Start Date
Tenure
Tenure Rank
Sep 30, 2006
15.68
15.7%
Matthew J. Eagan is an Executive Vice President and a member of the Board of Directors of Loomis Sayles. Mr. Eagan started his investment career in 1989 and joined Loomis Sayles in 1997. Previously, he worked for Liberty Mutual Insurance Company as a senior fixed-income analyst and for BancBoston Financial Company as a senior credit analyst. Mr. Eagan received his BA from Northeastern University and his MBA from Boston University. He is a CFA® charterholder.
Brian Kennedy
Start Date
Tenure
Tenure Rank
Feb 01, 2013
9.33
9.3%
Brian Kennedy is a Vice President of Loomis, Sayles & Company and co-portfolio manager of the firm’s multisector institutional strategies and mutual funds. Mr. Kennedy joined Loomis Sayles in 1994 as a securitized and government bond trader. Mr. Kennedy first joined the full discretion investment team as product manager in 2009, was promoted in 2013 to co-portfolio manager of the investment grade bond products and again in 2016 to co-portfolio manager of the multisector suite of products. He earned a BS from Providence College and an MBA from Babson College.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.07 | 33.43 | 6.81 | 1.16 |