Loomis Sayles Intermediate Duration Bond Fund Y Class (LSDIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Intermediate-term bond
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks above-average total return through a combination of current income and capital appreciation. Under normal circumstances- the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities (for example- bonds and other investments that Loomis Sayles believes have similar economic characteristics- such as notes- debentures and loans). It is anticipated that the fund's weighted average duration will generally be between two and five years.


1 month-0.11% 3 years+1.10%
3 months-1.20% 5 years+1.61%
1 year+0.60% Since inception+4.56%
Data through --

Peer Comparisonvs. Intermediate-term bond

Performance 5-yr return+1.61%+2.05%
Expense ratio0.47%0.77%
Risk 5 year sharpe ratio0.590.47
Net assets$178.4M$4.4B
Average market cap--$11.2B
Average P/E--21.1
Portfolio turnover216%216%

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Fund Management and Purchase Info

Fund familyNatixis Funds
Fund manager & tenureClifton Rowe / 12 Years
Minimal initial investment$100,000.00
Minimum IRA investment--


Fixed income98.36%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 7.02%
-- 4.67%
-- 3.50%
-- 2.88%
-- 0.78%
-- 0.67%
-- 0.66%
-- 0.64%
-- 0.60%
-- 0.59%