Morningstar

Loomis Sayles Intermediate Duration Bond Fund C Class LSCDX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 9.55  /  −0.31 %
  • Total Assets 231.8M
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.31%
  • Effective Duration 3.70 years

USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LSCDX

Will LSCDX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSCDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSCDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LSCDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Loomis Sayles Interm Duration Bond C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings LSCDX

More LSCDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

8.08 19M
Cash and Equivalents

United States Treasury Notes 3.875%

5.76 13M
Government

United States Treasury Notes 3.625%

5.07 12M
Government

United States Treasury Notes 4%

2.51 6M
Government

United States Treasury Notes 3.5%

2.22 5M
Government

United States Treasury Notes 3.875%

2.09 5M
Government

United States Treasury Notes 4.125%

1.61 4M
Government

United States Treasury Notes 3.5%

1.36 3M
Government

United States Treasury Notes 3.625%

0.93 2M
Government

United States Treasury Notes 3.625%

0.86 2M
Government

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