NERNX – Loomis Sayles Core Plus Bond N Investment Strategy | Morningstar

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Strategy

The investment seeks high total investment return through a combination of current income and capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in bonds, which include debt securities of any maturity. In addition, it will invest at least 65% of its net assets in investment grade securities. The fund will generally seek to maintain an effective duration of +/- 2 years relative to the Bloomberg U.S. Aggregate Bond Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NERYX	Loomis Sayles Core Plus Bond Fund Class Y	Institutional	Open			Dec 30, 1994	$4.91B	0.480%	Average	$100,000	$26.24M
NERNX	Loomis Sayles Core Plus Bond Fund Class N	Institutional	Open			Feb 1, 2013	$2.36B	0.390%	Below Average	$1M	$156.28M
NEFRX	Loomis Sayles Core Plus Bond Fund Class A	Front Load	Open			Nov 7, 1973	$248.78M	0.730%	Below Average	$2,500	−$28.81M
NECRX	Loomis Sayles Core Plus Bond Fund Class C	Level Load	Open			Dec 30, 1994	$13.25M	1.480%	Average	$2,500	−$4.82M

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