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-0.08% 3 years+1.01%
3 months-0.18% 5 years+1.47%
1 year-0.91% Since inception+4.51%
Data through --

Peer Comparisonvs. Intermediate-term bond

Performance 5-yr return+1.47%+1.73%
Expense ratio0.47%0.77%
Risk 5 year sharpe ratio0.480.35
Net assets$175.0M$4.4B
Average market cap--$4.7B
Average P/E----
Portfolio turnover216%216%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

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


Fixed income98.07%
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
-- 4.88%
-- 2.36%
-- 0.81%
-- 0.70%
-- 0.69%
-- 0.66%
-- 0.64%
-- 0.63%
-- 0.60%
-- 0.58%