Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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+0.21% 3 years+2.01%
3 months-0.19% 5 years+1.97%
1 year+3.00% Since inception+4.67%
Data through --

Peer Comparisonvs. Intermediate-term bond

Performance 5-yr return+1.97%+2.12%
Expense ratio0.47%0.78%
Risk 5 year sharpe ratio0.750.62
Net assets$183.0M$4.4B
Average market cap--$11.6B
Average P/E--10.5
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 / 11 Years
Minimal initial investment$100,000.00
Minimum IRA investment--


Fixed income98.53%
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
-- 5.89%
-- 4.85%
-- 3.62%
-- 1.16%
-- 0.69%
-- 0.69%
-- 0.64%
-- 0.63%
-- 0.57%
-- 0.56%