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Loomis Sayles High Income Y NEHYX

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

Morningstar’s Analysis NEHYX

Will NEHYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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