About LSDRX
Loomis Sayles Intermediate Duration Bond Fund Class A is an actively managed mutual fund focused on generating above‑average total return through a blend of current income and capital appreciation. The strategy invests across major areas of the fixed income market, including investment‑grade corporates, securitized credit such as mortgage‑, commercial‑, and asset‑backed securities, and U.S. Treasuries, while maintaining an intermediate interest‑rate profile. The fund can allocate a portion of assets to U.S. dollar‑denominated foreign issuers, including emerging markets, and supranationals, to broaden opportunity and diversify credit exposure. Portfolio construction emphasizes sector rotation, security selection, and duration positioning within an intermediate range to balance yield and rate sensitivity. Managed by Loomis Sayles, the fund seeks to play a core or satellite role in fixed income allocations for investors looking to complement government and aggregate bond exposures with a research‑driven approach to credit and securitized markets. Reported characteristics have included hundreds of individual holdings and a duration centered in the three‑to‑five‑year band, reflecting its intermediate mandate.
Fund Family Loomis Sayles Funds
Category Short-Term Bond
Performance Rating Below Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol LSDRX
Share Class Class A
Index Bloomberg Intermediate US Govt/Credit TR
LSDRX had a total return of -0.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.29%.
