ETF Evaluator: Natixis Loomis Sayles Dynamic Core PlETF () Follow This ETF

Natixis Loomis Sayles Dynamic Core PlETF Overview

Natixis Loomis Sayles Dynamic Core PlETF (LSCP) is an actively managed Taxable Bond Intermediate Core-Plus Bond exchange-traded fund (ETF). Natixis Funds launched the ETF in 2026.

The investment seeks high total investment return through a combination of current income and capital appreciation and to outperform the Bloomberg U.S. Aggregate Bond Index, the fund’s benchmark. The fund will invest in bonds, which include debt securities of any maturity. It will generally seek to maintain an effective duration of +/- 1.5 years relative to the Bloomberg U.S. Aggregate Bond Index.

About Natixis Loomis Sayles Dynamic Core PlETF (LSCP)

There are 3 members of the management team with an average tenure of 0.10 years: Michael Gladchun (2026), Devon McKenna (2026) and Richard Raczkowski (2026). Management tenure is more important for actively managed ETFs than passive index ETFs.

The ETF has 1 primary benchmark: Bloomberg US Agg Bond TR USD index with a weighting of 100%. Natixis Loomis Sayles Dynamic Core PlETF has 377 securities in its portfolio. The top 10 holdings constitute 42.3% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a diversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.

Natixis Loomis Sayles Dynamic Core PlETF is part of the Fixed Income global asset class and is within the Taxable Bond ETF group. Natixis Loomis Sayles Dynamic Core PlETF has 13.8% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 0.0% There is 0.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 97.3% (83.5% domestic bond, 13.8% foreign bond and 0.0% convertible bond). Natixis Loomis Sayles Dynamic Core PlETF has 3.4% of the portfolio in cash.

Assets Under Management

The fund has $51 million in total assets, which is below the $2 billion average for the Intermediate Core-Plus Bond category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

LSCP Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Natixis Loomis Sayles Dynamic Core PlETF expense ratio is below average compared to funds in the Intermediate Core-Plus Bond category. Natixis Loomis Sayles Dynamic Core PlETF has an expense ratio of 0.39%, which is 11% lower than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Natixis Loomis Sayles Dynamic Core PlETF has a portfolio turnover rate of 0%, which indicates that it holds its assets around /years. By way of comparison, the average portfolio turnover is 157% for the Intermediate Core-Plus Bond category.

Recently, in the month of July 2026, Natixis Loomis Sayles Dynamic Core PlETF returned -1.4%, which earned it a grade of D, as the Intermediate Core-Plus Bond category had an average return of -1.2%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.

Natixis Loomis Sayles Dynamic Core PlETF has a trailing yield of 0.00%, which is below the 4.67% category average. The fund normally distributes its income monthly and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

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