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.
- NAV / 1-Day Return 9.55 / 0.10 %
- Total Assets 299.2 Mil
-
Adj. Expense Ratio
- 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
Morningstar’s Analysis LSDRX
Will LSDRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.