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Loomis Sayles Strategic Income A NEFZX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Natixis Investment Hub

Morningstar’s Analysis NEFZX

Will NEFZX 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 NEFZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NEFZX 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 NEFZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

With great flexibility comes great volatility.

Associate Director Brian Moriarty

Brian Moriarty

Associate Director

Summary

While Elaine Stokes' retirement is a meaningful loss, Loomis Sayles Strategic Income continues to benefit from an impressive management team supported by robust resources.

by Brian Moriarty
Rated on Published on

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