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Morningstar

Loomis Sayles Core Plus Bond Y NERYX

Morningstar Analyst Rating
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

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis NERYX

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.

Compelling.

Associate Director

Summary

| by Brian Moriarty

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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