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Morningstar

Loomis Sayles Strategic Income A NEFZX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 12.14  /  0.08 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.950%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 6.34%
  • Effective Duration 5.21 years

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis NEFZX

Will NEFZX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NEFZX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NEFZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of NEFZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

With great flexibility comes great volatility.

Associate Director

Summary

| by Brian Moriarty

Loomis Sayles Strategic Income's topnotch leadership team and differentiated approach have served patient investors well over the long run, supporting its Morningstar Analyst Rating of Silver for its cheaper share classes and Bronze and Neutral for its more expensive offerings.

Unlock our full analysis with Morningstar Investor