Loomis Sayles Intermediate Duration Bond Fund (LSDIX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSDIX
LSDIX charges 0.40% annually. There are 24 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | LSDIX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | LSDIX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | LSDIX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | LSDIX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | LSDIX vs VBISX |
Best Risk-Adjusted Alternatives to LSDIX
LSDIX has a PortfoliosLab risk / return rank of 21. There are 126 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | LSDIX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | LSDIX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | LSDIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | LSDIX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | LSDIX vs DBLSX |
Top Performing LSDIX Alternatives (YTD)
LSDIX is at 0.03% YTD. There are 123 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 10.27% | — | Apr 2011 | LSDIX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | LSDIX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | LSDIX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | LSDIX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | LSDIX vs BATAX |
Lowest Volatility Alternatives to LSDIX
LSDIX has 2.66% 1-year volatility. There are 115 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | LSDIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | LSDIX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | LSDIX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | LSDIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | LSDIX vs DHEAX |
Lowest Drawdown Alternatives to LSDIX
LSDIX has a 1-year max drawdown of -1.96%. There are 116 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | LSDIX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | LSDIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | LSDIX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | LSDIX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | LSDIX vs HOBEX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, LGRRX, LSIIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 11 | -0.24% | — | May 1991 | LSDIX vs LSGRX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 10 | -0.34% | — | Feb 2013 | LSDIX vs LGRRX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 18 | 0.25% | — | Dec 1996 | LSDIX vs LSIIX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 75 | 11.13% | — | Sep 2008 | LSDIX vs GAFYX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 31 | 0.31% | — | Nov 1973 | LSDIX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 12 | 1.26% | — | Mar 2016 | LSDIX vs ESGYX | |
| Gateway Fund | Options Trading | 75 | 4.80% | — | Dec 1977 | LSDIX vs GATEX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 22 | 0.81% | — | Jul 1994 | LSDIX vs NEFSX | |
| Gateway Equity Call Premium Fund | Options Trading | 86 | 5.51% | — | Sep 2014 | LSDIX vs GCPYX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 20 | -0.67% | — | May 1931 | LSDIX vs NEFOX |
Often Compared With LSDIX
Investors most often compare LSDIX with SNSAX, GTEYX, DLDFX. These 3 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | LSDIX vs SNSAX | |
| Gateway Fund Class Y Shares | Options Trading | 76 | 4.89% | — | — | LSDIX vs GTEYX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 94 | 1.61% | — | Mar 2017 | LSDIX vs DLDFX |
Compare LSDIX with Any Fund or Stock
Compare LSDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSDIX with funds that move differently
Loomis Sayles Intermediate Duration Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSDIX.
Explore LSDIX Diversifiers