Morningstar

Loomis Sayles Core Plus Bond Fund Class Y NERYX

Morningstar Medalist Rating
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Medalist Rating as of See Natixis Investment Hub
  • NAV / 1-Day Return$11.26  /  0.00
  • Fund Size$7.5B
  • Adjusted Expense Ratio0.480%
  • Net Expense Ratio0.490%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryIntermediate Core-Plus Bond
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield4.58%
  • Average Effective Duration6.30 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis NERYX

Will NERYX outperform in the 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 NERYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Proven, but under some pressure.

Associate Analyst River Meng

River Meng

Associate Analyst

Summary

The retirement of veteran manager Peter Palfrey, paired with surprisingly elevated analyst turnover, dampens but does not eliminate conviction in Loomis Sayles Core Plus Bond. The strategy’s People rating merits a downgrade to Above Average from High.

by River Meng
Rated on Published on

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Portfolio Holdings NERYX

More NERYX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

15.581B
Government

United States Treasury Bonds 2%

1.56149M
Government

United States Treasury Notes 4%

1.54147M
Government

Us 5yr Note (Cbt) Dec26 Xcbt 20261231

1.53146M
Government

United States Treasury Notes 4.125%

1.45138M
Government

United States Treasury Notes 3.625%

1.43136M
Government

United States Treasury Notes 3.375%

1.34127M
Government

United States Treasury Notes 4.375%

1.17111M
Government

10 Year Treasury Note Future Dec 26

1.15110M
Government

US TREASURY N/B 09/31 5

1.07102M
Government

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