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.
Loomis Sayles Strategic Income A NEFZX
NAV / 1-Day Return
12.49
/
0.32
%
Total Assets
3.9 Bil
Adj. Expense Ratio
0.950%
Expense Ratio
0.950%
Fee Level
Below Average
Longest Manager Tenure
15.52
years
Category
Multisector Bond
Credit Quality / Interest Rate Sensitivity
—Min. Initial Investment
2,500
Status
Open
TTM Yield
3.31%
Effective Duration
4.19
years
Morningstar’s Fund 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.
