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.
- NAV / 1-Day Return 11.78 / 0.93 %
- Total Assets 6.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.490%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Intermediate Core-Plus Bond
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 2.27%
- Effective Duration 6.84 years
Morningstar’s Analysis NECRX
Will NECRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.