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Loomis Sayles Interm Duration Bond Y LSDIX

Quantitative rating as of
NAV / 1-Day Return
9.39  /  0.32 %
Total Assets
296.9 Mil
Adj. Expense Ratio
0.400%
Expense Ratio
0.400%
Distribution Fee Level
Below Average
Share Class Type
Institutional
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
100,000
Status
Open
TTM Yield
2.20%
Effective Duration
3.72 years

Morningstar’s Analysis LSDIX

Will LSDIX outperform in future?

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

Summary

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Loomis Sayles Interm Duration Bond Y's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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