Loomis Sayles Core Plus Bond is managed by experienced portfolio managers that 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 Silver and Bronze for its more expensive ones.
Loomis Sayles Core Plus Bond Y NERYX
NAV / 1-Day Return
11.87
/
0.25
%
Total Assets
6.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.460%
Expense Ratio
0.460%
Fee Level
Average
Longest Manager Tenure
25.49
years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
100,000
Status
Open
TTM Yield
2.69%
Effective Duration
6.26
years
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will NERYX 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 NERYX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the NERYX 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 NERYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An exceptional core-plus offering.
