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Morningstar

Loomis Sayles Strategic Income Admin NEZAX

Morningstar Analyst Rating
Analyst rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 12.14  /  0.57 %
  • Total Assets 3.4 Bil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.200%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 6.09%
  • Effective Duration 5.21 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis NEZAX

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

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of NEZAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

With great flexibility comes great volatility.

Associate Director

Summary

| by Brian Moriarty

Loomis Sayles Strategic Income's topnotch leadership team and differentiated approach have served patient investors well over the long run, supporting its Morningstar Analyst Rating of Silver for its cheaper share classes and Bronze and Neutral for its more expensive offerings.

Unlock our full analysis with Morningstar Investor