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Loomis Sayles Core Plus Bond Y NERYX

Analyst rating as of
NAV / 1-Day Return
13.57  /  0.30 %
Total Assets
8.6 Bil
Adj. Expense Ratio
0.470%
Expense Ratio
0.470%
Fee Level
Average
Longest Manager Tenure
24.91 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
100,000
Status
Open
TTM Yield
2.31%
Effective Duration
5.44 years
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Morningstar’s Analysis

Will NERYX outperform in future?

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

An exceptional core-plus offering.

Associate Analyst

Summary

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Loomis Sayles Core Plus Bond is managed by experienced portfolio managers that have successfully balanced this core-plus strategy's risks through rigorous analysis and skillful execution. The strategy earns a Morningstar Analyst Rating of Gold for its cheapest share classes and Silver and Bronze for its more expensive ones.

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