Loomis Sayles Strategic Income's first-rate management team and differentiated approach have served patient investors well, supporting Morningstar Analyst Ratings of Silver for its cheaper share classes and Bronze and Neutral for its more expensive offerings.
Will NEZAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NEZAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NEZAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NEZAX’s parent organization’s priorities and whether they’re in line with investors’ interests.