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Loomis Sayles Core Plus Bond A NEFRX

Analyst rating as of
NAV / 1-Day Return
11.62  /  0.26 %
Total Assets
6.0 Bil
Adj. Expense Ratio
0.710%
Expense Ratio
0.710%
Fee Level
Below Average
Longest Manager Tenure
25.92 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,500
Status
Open
TTM Yield
2.96%
Effective Duration
6.60 years

Morningstar’s Fund Analysis NEFRX

Will NEFRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Compelling.

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Summary

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Loomis Sayles Core Plus Bond’s experienced portfolio managers have successfully balanced this core-plus strategy's risks through rigorous analysis and skillful execution. The strategy earns a Morningstar Analyst Rating of Gold for its cheapest share classes and Bronze for its more expensive ones.

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