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Loomis Sayles Core Plus Bond Y NERYX

Analyst rating as of
NAV / 1-Day Return
13.75  /  0.36 %
Total Assets
9.9 Bil
Adj. Expense Ratio
0.470%
Expense Ratio
0.470%
Fee Level
Average
Longest Manager Tenure
24.17 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
100,000
Status
Open
TTM Yield
2.23%
Effective Duration
5.86 years
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Morningstar’s Analysis

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Summary

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The experienced team behind Loomis Sayles Core Plus Bond has successfully balanced the strategy's risks through rigorous analysis and skillful execution. Its strengths support a Morningstar Analyst Rating of Gold for its cheapest share classes and Silver and Bronze for its more expensive share classes.

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