Loomis Sayles Intermediate Duration Bond Fund Institutional Class (LSDIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Intermediate-term bond
Style or Category
No Load
Sales Expenses
Expense Ratio
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. It is anticipated that the fund's weighted average duration will generally be between two and five years. The fund will purchase only investment-grade fixed-income securities. It may invest any portion of its assets in U.S. dollar-denominated securities of Canadian issuers and up to 20% of its assets in other U.S. dollar-denominated foreign securities.


1 month-0.57% 3 years+2.35%
3 months-0.93% 5 years+3.51%
1 year+1.64% Since inception+5.10%
Data through --

Peer Comparisonvs. Intermediate-term bond

Performance 5-yr return+3.51%+4.62%
Expense ratio0.56%0.87%
Risk 5 year sharpe ratio1.661.44
Net assets$87.9M$3.6B
Average market cap----
Average P/E----
Portfolio turnover134%134%

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Fund Management and Purchase Info

Fund familyLoomis Sayles Funds
Fund manager & tenureClifton Rowe / 9 Years
Minimal initial investment$100,000.00
Minimum IRA investment--


Fixed income95.93%
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
-- 1.84%
-- 1.75%
-- 1.57%
-- 1.35%
-- 1.25%
-- 0.98%
-- 0.98%
-- 0.94%
-- 0.93%
-- 0.89%

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