The experienced team behind Loomis Sayles Core Plus Bond has successfully balanced the strategy's risks through rigorous analysis and skillful execution. Its strengths support a Morningstar Analyst Rating of Gold for its cheapest share classes and Silver and Bronze for its more expensive share classes.
Loomis Sayles Core Plus Bond C NECRX
NAV / 1-Day Return
13.56
/
0.29
%
Total Assets
9.9 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.
1.470%
Expense Ratio
1.470%
Fee Level
Below Average
Longest Manager Tenure
24.18
years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
2,500
Status
Open
TTM Yield
1.22%
Effective Duration
5.86
years
Premium
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 NECRX 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 NECRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the NECRX 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 NECRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A topnotch team and strategy.
