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Loomis Sayles Intermediate Duration Bond Fund Y Class (LSDIX)
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Loomis Sayles Interm Duration Bond Y
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- Overview
- Profile
- Historical Data
- Holdings
LSDIX Overview
On this page you'll find an in-depth profile of Loomis Sayles Intermediate Duration Bond Fund Y Class. Learn about the key management, total assets, investment strategy and contact information of LSDIX among other information.
Investment Strategy
The investment seeks above-average total return through a combination of current income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities (for example, bonds and other investments that Loomis Sayles believes have similar economic characteristics, such as notes, debentures and loans). It is anticipated that the fund's weighted average duration will generally be between two and five years.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Daniel Conklin | Portfolio Manager | 2019 | Now |
| Biography | Dan Conklin is an associate portfolio manager for the relative return team. He co-manages the Loomis Sayles Intermediate Duration Bond and Limited Term Government & Agency funds, as well as the Natixis Loomis Sayles Short Duration Income ETF. Dan also co-manages the Loomis Sayles Core Fixed Income, Short Duration Fixed Income and Intermediate Duration Fixed Income strategies. Dan has 10 years of investment industry experience and joined Loomis Sayles in 2012 as a fixed income client portfolio analyst. He moved to the relative return team in 2014 as an investment analyst and was promoted to senior investment analyst in 2018, and then to associate portfolio manager in 2019. Previously, Dan was a middle office analyst at Putnam Investments, supporting the firm’s derivative collateralization process. Dan earned a BS from the University of Massachusetts, Lowell and an MS in Finance from Northeastern University. | ||
| Christopher T. Harms | Vice President | 2012 | Now |
| Biography | Christopher T. Harms - Christopher T. Harms has served as portfolio manager since inception in 2017. Mr. Harms, portfolio manager of Loomis Sayles, joined Loomis Sayles in 2010 as a product manager for the fixed-income group. Previously, Chris was a senior vice president and managing director of an investment management team at CapitalSource Bank. Prior to CapitalSource, he was a managing director and senior fixed income portfolio manager at Mackay Shields. He earned a B.S.B.A. from Villanova University and an M.B.A. from Drexel University. Mr. Harms has over 41 years of investment management experience. | ||
| Clifton V. Rowe | Vice President | 2005 | Now |
| Biography | Clifton V. Rowe, CFA® - Clifton V. Rowe has served as portfolio manager since inception in 2017. Mr. Rowe, portfolio manager of Loomis Sayles, began his investment career in 1992 and joined Loomis Sayles in 1992. During his tenure, Cliff has held the successive positions of portfolio assistant, research analyst, mortgage trader and portfolio manager. He holds the designation of Chartered Financial Analyst®. Mr. Rowe received a B.B.A. from James Madison University, an M.B.A. from the University of Chicago and has over 29 years of investment management experience. | ||
| Kurt L. Wagner | Investment Analyst | 2012 | 2020 |
| Biography | Kurt Wagner is a vice president of Loomis, Sayles & Company and portfolio manager for the Loomis Sayles Intermediate Duration Bond and Limited Term Government & Agency funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. He also co-manages the Loomis Sayles Short Duration, Intermediate Duration, Core and Corporate Bond strategies. Kurt joined Loomis Sayles in 1994 and has 40 years of investment industry experience. Prior to Loomis Sayles, he was a fixed income portfolio manager for Fiduciary Management Associates, and a senior pension investment analyst for Commonwealth Edison. Kurt earned a BA from Haverford College and an MBA from the University of Chicago. | ||
| Richard G. Raczkowski | Portfolio Manager | 2005 | 2012 |
| Biography | Richard G. Raczkowski is a member of the Board of Directors of Loomis, Sayles & Company, L.P, portfolio manager for the Loomis Sayles fixed income group and co-head of the relative return team. Rick joined Loomis Sayles in 2001. Prior to Loomis Sayles, he served as vice president for Back Bay Advisors and was a senior consultant at both Hagler Bailly Consulting and EDS Management Consulting/A.T. Kearney. Rick also worked as an economist and industry analyst for DRI McGraw-Hill. Rick earned a BA from the University of Massachusetts and an MBA from Northeastern University. | ||
| Neil A. Burke | Vice President | 2005 | 2012 |
| Biography | Neil Burke is a portfolio manager for the Loomis Sayles fixed income group. He co-manages long duration portfolios, including long duration corporate bond, long duration government/credit and customized LDI mandates. Neil has 24 years of investment industry experience and joined Loomis Sayles in 1997 as a fixed income portfolio specialist, responsible for trading, allocating and structuring institutional client portfolios. Prior to Loomis Sayles, he held various investment positions with UBS Painewebber, Scudder, Stevens & Clark and Citizens Investment Services. Neil earned a BA from Catholic University and an MBA from Boston College. | ||
| Anthony Wilkins | Vice President | 1998 | 2006 |
| Biography | Wilkins is at Loomis Sayles, his employer since 1991. | ||
| Steven Kaseta | Vice President | 2002 | 2005 |
| Biography | Kaseta began his investment career in 1982 and has been at Loomis Sayles since 1994. Kaseta holds the Chartered Financial Analyst designation. | ||
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