Dividend Investing Ideas Center
Critical Facts You Need to Know About Preferred Stocks
Have you ever wished for the safety of bonds, but the return potential...
Name
As of 04/23/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
YTD Return
-1.7%
1 yr return
1.6%
3 Yr Avg Return
-1.6%
5 Yr Avg Return
1.0%
Net Assets
$197 M
Holdings in Top 10
21.1%
Expense Ratio 0.52%
Front Load N/A
Deferred Load N/A
Turnover 85.00%
Redemption Fee N/A
Standard (Taxable)
$3,000,000
IRA
N/A
Fund Type
Open End Mutual Fund
Name
As of 04/23/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Period | LSIGX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -1.7% | -12.1% | 2.8% | 11.74% |
1 Yr | 1.6% | -10.5% | 10.4% | 10.38% |
3 Yr | -1.6%* | -11.0% | 24.7% | 3.36% |
5 Yr | 1.0%* | -7.0% | 190.5% | 11.72% |
10 Yr | 1.9%* | -2.6% | 73.3% | 11.94% |
* Annualized
Period | LSIGX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 3.6% | -16.2% | 8.1% | 4.60% |
2022 | -15.3% | -34.7% | 131.9% | 30.51% |
2021 | -4.9% | -11.6% | 4.4% | 91.91% |
2020 | 0.7% | -10.1% | 946.1% | 94.38% |
2019 | 6.5% | -1.7% | 16.9% | 19.29% |
Period | LSIGX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -1.7% | -12.1% | 2.8% | 11.74% |
1 Yr | 1.6% | -10.5% | 10.4% | 10.38% |
3 Yr | -1.6%* | -11.0% | 24.7% | 3.36% |
5 Yr | 1.0%* | -7.0% | 190.5% | 11.72% |
10 Yr | 1.9%* | -2.6% | 73.3% | 11.94% |
* Annualized
Period | LSIGX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 8.0% | -11.3% | 11.0% | 4.40% |
2022 | -12.0% | -32.2% | 131.9% | 11.22% |
2021 | 0.8% | -9.4% | 9.2% | 10.76% |
2020 | 7.2% | -1.9% | 1009.0% | 75.66% |
2019 | 9.4% | 1.1% | 21668.0% | 36.17% |
LSIGX | Category Low | Category High | LSIGX % Rank | |
---|---|---|---|---|
Net Assets | 197 M | 2.9 M | 314 B | 80.41% |
Number of Holdings | 593 | 1 | 17889 | 55.42% |
Net Assets in Top 10 | 41.2 M | -106 M | 36.5 B | 82.25% |
Weighting of Top 10 | 21.07% | 4.4% | 134.1% | 63.19% |
Weighting | Return Low | Return High | LSIGX % Rank | |
---|---|---|---|---|
Bonds | 78.59% | 0.00% | 215.98% | 91.93% |
Other | 16.44% | -13.23% | 50.66% | 10.26% |
Cash | 4.01% | -54.51% | 79.52% | 40.14% |
Convertible Bonds | 3.74% | 0.00% | 7.93% | 4.97% |
Preferred Stocks | 0.76% | 0.00% | 74.68% | 6.02% |
Stocks | 0.31% | 0.00% | 99.93% | 13.29% |
Weighting | Return Low | Return High | LSIGX % Rank | |
---|---|---|---|---|
Technology | 21.08% | 0.00% | 43.45% | 11.83% |
Communication Services | 17.80% | 0.00% | 100.00% | 4.14% |
Healthcare | 17.70% | 0.00% | 17.70% | 0.59% |
Industrials | 12.44% | 0.00% | 48.31% | 11.83% |
Consumer Defense | 9.38% | 0.00% | 99.67% | 5.33% |
Utilities | 5.07% | 0.00% | 100.00% | 15.98% |
Financial Services | 4.45% | 0.00% | 100.00% | 36.69% |
Energy | 3.65% | 0.00% | 100.00% | 44.38% |
Consumer Cyclical | 3.16% | 0.00% | 100.00% | 26.04% |
Basic Materials | 2.70% | 0.00% | 100.00% | 15.38% |
Real Estate | 2.58% | 0.00% | 99.26% | 23.08% |
Weighting | Return Low | Return High | LSIGX % Rank | |
---|---|---|---|---|
US | 0.31% | 0.00% | 99.93% | 13.31% |
Non US | 0.00% | 0.00% | 86.52% | 59.07% |
Weighting | Return Low | Return High | LSIGX % Rank | |
---|---|---|---|---|
Corporate | 49.60% | 0.00% | 100.00% | 10.72% |
Securitized | 25.08% | 0.00% | 98.40% | 68.22% |
Government | 20.51% | 0.00% | 86.23% | 59.68% |
Cash & Equivalents | 4.01% | 0.00% | 76.23% | 36.79% |
Derivative | 0.70% | -3.37% | 50.66% | 16.37% |
Municipal | 0.39% | 0.00% | 100.00% | 49.45% |
Weighting | Return Low | Return High | LSIGX % Rank | |
---|---|---|---|---|
US | 76.91% | 0.00% | 215.98% | 90.34% |
Non US | 1.68% | 0.00% | 39.04% | 21.79% |
LSIGX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 0.52% | 0.01% | 39.10% | 70.08% |
Management Fee | 0.40% | 0.00% | 1.76% | 65.94% |
12b-1 Fee | 0.00% | 0.00% | 1.00% | 7.84% |
Administrative Fee | N/A | 0.01% | 0.50% | N/A |
LSIGX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 2.00% | 5.75% | N/A |
Deferred Load | N/A | 1.00% | 5.00% | N/A |
LSIGX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
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.
LSIGX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 85.00% | 2.00% | 493.39% | 37.43% |
LSIGX | Category Low | Category High | LSIGX % Rank | |
---|---|---|---|---|
Dividend Yield | 4.93% | 0.00% | 10.22% | 21.75% |
LSIGX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | None | Quarterly | Monthly | Monthly |
LSIGX | Category Low | Category High | LSIGX % Rank | |
---|---|---|---|---|
Net Income Ratio | 2.33% | -1.28% | 4.79% | 15.15% |
LSIGX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Date | Amount | Type |
---|---|---|
Mar 28, 2024 | $0.042 | OrdinaryDividend |
Feb 28, 2024 | $0.035 | OrdinaryDividend |
Jan 31, 2024 | $0.038 | OrdinaryDividend |
Dec 18, 2023 | $0.048 | OrdinaryDividend |
Nov 30, 2023 | $0.037 | OrdinaryDividend |
Oct 31, 2023 | $0.043 | OrdinaryDividend |
Sep 29, 2023 | $0.035 | OrdinaryDividend |
Aug 31, 2023 | $0.038 | OrdinaryDividend |
Jul 31, 2023 | $0.035 | OrdinaryDividend |
Jun 29, 2023 | $0.031 | OrdinaryDividend |
May 31, 2023 | $0.035 | OrdinaryDividend |
Apr 28, 2023 | $0.032 | OrdinaryDividend |
Mar 29, 2023 | $0.033 | OrdinaryDividend |
Feb 28, 2023 | $0.027 | OrdinaryDividend |
Jan 31, 2023 | $0.028 | OrdinaryDividend |
Dec 20, 2022 | $0.030 | OrdinaryDividend |
Nov 30, 2022 | $0.030 | OrdinaryDividend |
Oct 31, 2022 | $0.027 | OrdinaryDividend |
Sep 29, 2022 | $0.024 | OrdinaryDividend |
Aug 31, 2022 | $0.026 | OrdinaryDividend |
Jul 29, 2022 | $0.025 | OrdinaryDividend |
Jun 29, 2022 | $0.028 | OrdinaryDividend |
May 31, 2022 | $0.023 | OrdinaryDividend |
Apr 28, 2022 | $0.025 | OrdinaryDividend |
Feb 28, 2022 | $0.022 | OrdinaryDividend |
Jan 31, 2022 | $0.022 | OrdinaryDividend |
Nov 30, 2021 | $0.025 | OrdinaryDividend |
Oct 29, 2021 | $0.025 | OrdinaryDividend |
Sep 29, 2021 | $0.024 | OrdinaryDividend |
Aug 31, 2021 | $0.025 | OrdinaryDividend |
Jul 30, 2021 | $0.027 | OrdinaryDividend |
Jun 29, 2021 | $0.025 | OrdinaryDividend |
May 28, 2021 | $0.023 | OrdinaryDividend |
Apr 27, 2021 | $0.025 | OrdinaryDividend |
Mar 29, 2021 | $0.029 | OrdinaryDividend |
Feb 26, 2021 | $0.024 | OrdinaryDividend |
Jan 29, 2021 | $0.025 | OrdinaryDividend |
Nov 27, 2020 | $0.030 | OrdinaryDividend |
Oct 28, 2020 | $0.031 | OrdinaryDividend |
Sep 29, 2020 | $0.029 | OrdinaryDividend |
Aug 31, 2020 | $0.035 | OrdinaryDividend |
Jul 29, 2020 | $0.030 | OrdinaryDividend |
Jun 29, 2020 | $0.024 | OrdinaryDividend |
May 28, 2020 | $0.015 | OrdinaryDividend |
Apr 28, 2020 | $0.018 | OrdinaryDividend |
Mar 30, 2020 | $0.026 | OrdinaryDividend |
Feb 28, 2020 | $0.023 | OrdinaryDividend |
Jan 30, 2020 | $0.026 | OrdinaryDividend |
Dec 20, 2019 | $0.043 | OrdinaryDividend |
Nov 27, 2019 | $0.029 | OrdinaryDividend |
Oct 29, 2019 | $0.031 | OrdinaryDividend |
Sep 30, 2019 | $0.016 | OrdinaryDividend |
Aug 30, 2019 | $0.020 | OrdinaryDividend |
Jul 30, 2019 | $0.031 | OrdinaryDividend |
Jun 27, 2019 | $0.018 | OrdinaryDividend |
May 30, 2019 | $0.019 | OrdinaryDividend |
Apr 29, 2019 | $0.020 | OrdinaryDividend |
Mar 28, 2019 | $0.022 | OrdinaryDividend |
Feb 27, 2019 | $0.016 | OrdinaryDividend |
Jan 30, 2019 | $0.019 | OrdinaryDividend |
Dec 19, 2018 | $0.013 | OrdinaryDividend |
Nov 29, 2018 | $0.023 | OrdinaryDividend |
Oct 30, 2018 | $0.023 | OrdinaryDividend |
Sep 27, 2018 | $0.008 | OrdinaryDividend |
Aug 28, 2018 | $0.010 | OrdinaryDividend |
Jul 30, 2018 | $0.014 | OrdinaryDividend |
Jun 26, 2018 | $0.024 | OrdinaryDividend |
May 29, 2018 | $0.020 | OrdinaryDividend |
Apr 27, 2018 | $0.019 | OrdinaryDividend |
Mar 28, 2018 | $0.023 | OrdinaryDividend |
Feb 27, 2018 | $0.018 | OrdinaryDividend |
Jan 30, 2018 | $0.019 | OrdinaryDividend |
Nov 28, 2017 | $0.027 | OrdinaryDividend |
Oct 25, 2017 | $0.021 | OrdinaryDividend |
Sep 26, 2017 | $0.037 | OrdinaryDividend |
Aug 25, 2017 | $0.032 | OrdinaryDividend |
Jul 26, 2017 | $0.032 | OrdinaryDividend |
Jun 27, 2017 | $0.039 | OrdinaryDividend |
May 26, 2017 | $0.033 | OrdinaryDividend |
Apr 26, 2017 | $0.031 | OrdinaryDividend |
Mar 28, 2017 | $0.034 | OrdinaryDividend |
Feb 27, 2017 | $0.032 | OrdinaryDividend |
Jan 30, 2017 | $0.026 | OrdinaryDividend |
Dec 22, 2016 | $0.055 | OrdinaryDividend |
Dec 19, 2016 | $0.011 | OrdinaryDividend |
Nov 30, 2016 | $0.036 | OrdinaryDividend |
Oct 28, 2016 | $0.032 | OrdinaryDividend |
Sep 28, 2016 | $0.016 | OrdinaryDividend |
Aug 30, 2016 | $0.020 | OrdinaryDividend |
Jul 29, 2016 | $0.014 | OrdinaryDividend |
Jun 29, 2016 | $0.013 | OrdinaryDividend |
Jun 01, 2016 | $0.020 | OrdinaryDividend |
Apr 29, 2016 | $0.016 | OrdinaryDividend |
Mar 30, 2016 | $0.013 | OrdinaryDividend |
Mar 01, 2016 | $0.020 | OrdinaryDividend |
Feb 01, 2016 | $0.018 | OrdinaryDividend |
Dec 23, 2015 | $0.035 | OrdinaryDividend |
Nov 27, 2015 | $0.017 | OrdinaryDividend |
Oct 28, 2015 | $0.019 | OrdinaryDividend |
Sep 28, 2015 | $0.013 | OrdinaryDividend |
Aug 28, 2015 | $0.026 | OrdinaryDividend |
Jul 28, 2015 | $0.026 | OrdinaryDividend |
Jun 29, 2015 | $0.027 | OrdinaryDividend |
May 28, 2015 | $0.028 | OrdinaryDividend |
Apr 28, 2015 | $0.028 | OrdinaryDividend |
Mar 30, 2015 | $0.034 | OrdinaryDividend |
Feb 27, 2015 | $0.032 | OrdinaryDividend |
Jan 30, 2015 | $0.033 | OrdinaryDividend |
Dec 22, 2014 | $0.124 | OrdinaryDividend |
Nov 26, 2014 | $0.035 | OrdinaryDividend |
Oct 28, 2014 | $0.038 | OrdinaryDividend |
Sep 26, 2014 | $0.033 | OrdinaryDividend |
Aug 28, 2014 | $0.038 | OrdinaryDividend |
Jul 29, 2014 | $0.042 | OrdinaryDividend |
Jun 26, 2014 | $0.037 | OrdinaryDividend |
May 28, 2014 | $0.037 | OrdinaryDividend |
Apr 28, 2014 | $0.037 | OrdinaryDividend |
Mar 27, 2014 | $0.039 | OrdinaryDividend |
Feb 26, 2014 | $0.037 | OrdinaryDividend |
Jan 28, 2014 | $0.035 | OrdinaryDividend |
Dec 20, 2013 | $0.089 | OrdinaryDividend |
Nov 27, 2013 | $0.039 | OrdinaryDividend |
Oct 30, 2013 | $0.047 | OrdinaryDividend |
Sep 27, 2013 | $0.040 | OrdinaryDividend |
Aug 29, 2013 | $0.043 | OrdinaryDividend |
Jul 30, 2013 | $0.046 | OrdinaryDividend |
Jun 27, 2013 | $0.038 | OrdinaryDividend |
May 30, 2013 | $0.047 | OrdinaryDividend |
Apr 29, 2013 | $0.040 | OrdinaryDividend |
Mar 28, 2013 | $0.041 | OrdinaryDividend |
Feb 27, 2013 | $0.038 | OrdinaryDividend |
Jan 30, 2013 | $0.038 | OrdinaryDividend |
Dec 18, 2012 | $0.080 | OrdinaryDividend |
Nov 19, 2012 | $0.043 | OrdinaryDividend |
Oct 19, 2012 | $0.046 | OrdinaryDividend |
Sep 18, 2012 | $0.045 | OrdinaryDividend |
Aug 20, 2012 | $0.044 | OrdinaryDividend |
Jul 20, 2012 | $0.050 | OrdinaryDividend |
Jun 19, 2012 | $0.047 | OrdinaryDividend |
May 21, 2012 | $0.047 | OrdinaryDividend |
Apr 20, 2012 | $0.050 | OrdinaryDividend |
Mar 20, 2012 | $0.048 | OrdinaryDividend |
Feb 21, 2012 | $0.046 | OrdinaryDividend |
Jan 19, 2012 | $0.029 | OrdinaryDividend |
Nov 17, 2011 | $0.056 | OrdinaryDividend |
Oct 20, 2011 | $0.053 | OrdinaryDividend |
Sep 15, 2011 | $0.056 | OrdinaryDividend |
Aug 18, 2011 | $0.057 | OrdinaryDividend |
Jul 21, 2011 | $0.056 | OrdinaryDividend |
Jun 16, 2011 | $0.056 | OrdinaryDividend |
May 19, 2011 | $0.054 | OrdinaryDividend |
Apr 21, 2011 | $0.053 | OrdinaryDividend |
Mar 17, 2011 | $0.056 | OrdinaryDividend |
Feb 17, 2011 | $0.055 | OrdinaryDividend |
Jan 20, 2011 | $0.056 | OrdinaryDividend |
Nov 18, 2010 | $0.060 | OrdinaryDividend |
Oct 21, 2010 | $0.062 | OrdinaryDividend |
Sep 16, 2010 | $0.060 | OrdinaryDividend |
Aug 19, 2010 | $0.059 | OrdinaryDividend |
Jul 22, 2010 | $0.062 | OrdinaryDividend |
Jun 17, 2010 | $0.055 | OrdinaryDividend |
May 20, 2010 | $0.061 | OrdinaryDividend |
Apr 22, 2010 | $0.060 | OrdinaryDividend |
Mar 18, 2010 | $0.059 | OrdinaryDividend |
Feb 18, 2010 | $0.058 | OrdinaryDividend |
Jan 21, 2010 | $0.059 | OrdinaryDividend |
Dec 11, 2009 | $0.056 | OrdinaryDividend |
Nov 20, 2009 | $0.056 | OrdinaryDividend |
Oct 23, 2009 | $0.058 | OrdinaryDividend |
Sep 18, 2009 | $0.047 | OrdinaryDividend |
Aug 21, 2009 | $0.064 | OrdinaryDividend |
Jul 24, 2009 | $0.056 | OrdinaryDividend |
Jun 19, 2009 | $0.053 | OrdinaryDividend |
May 22, 2009 | $0.048 | OrdinaryDividend |
Apr 24, 2009 | $0.045 | OrdinaryDividend |
Mar 20, 2009 | $0.042 | OrdinaryDividend |
Feb 20, 2009 | $0.036 | OrdinaryDividend |
Jan 23, 2009 | $0.035 | OrdinaryDividend |
Nov 21, 2008 | $0.066 | OrdinaryDividend |
Oct 24, 2008 | $0.064 | OrdinaryDividend |
Aug 22, 2008 | $0.063 | OrdinaryDividend |
Jul 25, 2008 | $0.064 | OrdinaryDividend |
Jun 20, 2008 | $0.072 | OrdinaryDividend |
May 23, 2008 | $0.067 | OrdinaryDividend |
Apr 25, 2008 | $0.063 | OrdinaryDividend |
Mar 20, 2008 | $0.061 | OrdinaryDividend |
Feb 22, 2008 | $0.059 | OrdinaryDividend |
Jan 25, 2008 | $0.021 | OrdinaryDividend |
Dec 14, 2007 | $0.229 | OrdinaryDividend |
Nov 20, 2007 | $0.063 | OrdinaryDividend |
Oct 26, 2007 | $0.061 | OrdinaryDividend |
Sep 21, 2007 | $0.060 | OrdinaryDividend |
Aug 24, 2007 | $0.060 | OrdinaryDividend |
Jul 20, 2007 | $0.057 | OrdinaryDividend |
Jun 22, 2007 | $0.059 | OrdinaryDividend |
May 25, 2007 | $0.062 | OrdinaryDividend |
Apr 20, 2007 | $0.063 | OrdinaryDividend |
Mar 23, 2007 | $0.060 | OrdinaryDividend |
Feb 23, 2007 | $0.059 | OrdinaryDividend |
Jan 26, 2007 | $0.030 | OrdinaryDividend |
Dec 15, 2006 | $0.277 | OrdinaryDividend |
Nov 21, 2006 | $0.060 | OrdinaryDividend |
Oct 26, 2006 | $0.059 | OrdinaryDividend |
Sep 22, 2006 | $0.060 | OrdinaryDividend |
Aug 25, 2006 | $0.060 | OrdinaryDividend |
Jul 21, 2006 | $0.059 | OrdinaryDividend |
Jun 23, 2006 | $0.054 | OrdinaryDividend |
May 25, 2006 | $0.057 | OrdinaryDividend |
Apr 21, 2006 | $0.054 | OrdinaryDividend |
Mar 24, 2006 | $0.053 | OrdinaryDividend |
Feb 24, 2006 | $0.050 | OrdinaryDividend |
Jan 25, 2006 | $0.036 | OrdinaryDividend |
Nov 23, 2005 | $0.048 | OrdinaryDividend |
Oct 25, 2005 | $0.042 | OrdinaryDividend |
Sep 23, 2005 | $0.049 | OrdinaryDividend |
Aug 25, 2005 | $0.052 | OrdinaryDividend |
Jul 25, 2005 | $0.052 | OrdinaryDividend |
Jun 24, 2005 | $0.040 | OrdinaryDividend |
May 25, 2005 | $0.049 | OrdinaryDividend |
Apr 25, 2005 | $0.051 | OrdinaryDividend |
Mar 24, 2005 | $0.050 | OrdinaryDividend |
Feb 25, 2005 | $0.053 | OrdinaryDividend |
Jan 25, 2005 | $0.054 | OrdinaryDividend |
Nov 23, 2004 | $0.058 | OrdinaryDividend |
Oct 25, 2004 | $0.049 | OrdinaryDividend |
Sep 24, 2004 | $0.047 | OrdinaryDividend |
Aug 25, 2004 | $0.061 | OrdinaryDividend |
Jul 23, 2004 | $0.058 | OrdinaryDividend |
Jun 25, 2004 | $0.056 | OrdinaryDividend |
May 25, 2004 | $0.058 | OrdinaryDividend |
Apr 23, 2004 | $0.066 | OrdinaryDividend |
Mar 25, 2004 | $0.059 | OrdinaryDividend |
Feb 25, 2004 | $0.063 | OrdinaryDividend |
Jan 23, 2004 | $0.075 | OrdinaryDividend |
Nov 28, 2003 | $0.050 | OrdinaryDividend |
Oct 31, 2003 | $0.050 | OrdinaryDividend |
Sep 30, 2003 | $0.050 | OrdinaryDividend |
Aug 29, 2003 | $0.050 | OrdinaryDividend |
Jul 31, 2003 | $0.050 | OrdinaryDividend |
Jun 30, 2003 | $0.050 | OrdinaryDividend |
May 30, 2003 | $0.050 | OrdinaryDividend |
Mar 28, 2003 | $0.050 | OrdinaryDividend |
Feb 28, 2003 | $0.050 | OrdinaryDividend |
Jan 31, 2003 | $0.050 | OrdinaryDividend |
Nov 29, 2002 | $0.050 | OrdinaryDividend |
Oct 31, 2002 | $0.050 | OrdinaryDividend |
Sep 30, 2002 | $0.050 | OrdinaryDividend |
Aug 30, 2002 | $0.050 | OrdinaryDividend |
Jul 31, 2002 | $0.035 | OrdinaryDividend |
Jun 28, 2002 | $0.050 | OrdinaryDividend |
May 31, 2002 | $0.050 | OrdinaryDividend |
Apr 30, 2002 | $0.050 | OrdinaryDividend |
Mar 28, 2002 | $0.050 | OrdinaryDividend |
Feb 28, 2002 | $0.050 | OrdinaryDividend |
Jan 31, 2002 | $0.050 | OrdinaryDividend |
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.
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.
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.
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.07 | 33.43 | 6.81 | 1.16 |
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