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Morningstar

Loomis Sayles High Income Y NEHYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 3.62  /  0.28 %
  • Total Assets 121.3 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.760%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 6.26%
  • Effective Duration 3.81 years

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis NEHYX

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

People Pillar

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

Summary

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Loomis Sayles High Income Y’s Process Pillar rating is just average, but a strong management team still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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