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Loomis Sayles Core Plus Bond Y NERYX

Analyst rating as of
  • NAV / 1-Day Return 11.83  /  0.31 %
  • Total Assets 6.1 Bil
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.460%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.34%
  • Effective Duration 6.84 years

Morningstar’s Analysis NERYX

Will NERYX outperform in future?

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

Compelling.

Associate Director

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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