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Morningstar

Loomis Sayles Interm Duration Bond A LSDRX

Morningstar Analyst Rating
Quantitative rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 9.55  /  0.10 %
  • Total Assets 299.2 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.11%
  • Effective Duration 3.77 years

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis LSDRX

Will LSDRX outperform in 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 LSDRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LSDRX 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 LSDRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Loomis Sayles Interm Duration Bond A's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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