NEZYX – Loomis Sayles Strategic Income Y Investment Strategy | Morningstar

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Strategy

The investment seeks high current income with a secondary objective of capital growth. The fund will invest substantially all of its assets in income producing securities (including below investment grade securities, or "junk bonds") with a focus on U.S. corporate bonds, convertible securities, foreign debt instruments, including those in emerging markets and related foreign currency transactions, and U.S. government securities. The fund is not limited in the percentage of its assets that it may invest in these instruments.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NEZAX	Loomis Sayles Strategic Income Fund Admin Class	No Load	Open			Feb 1, 2010	$52.04M	1.170%	High	$0	−$6.39M
NEZYX	Loomis Sayles Strategic Income Fund Class Y	Institutional	Open			Dec 1, 1999	$1.72B	0.670%	Average	$100,000	$77.27M
NEZNX	Loomis Sayles Strategic Income Fund Class N	Institutional	Open			Feb 1, 2013	$62.80M	0.620%	Below Average	$1M	$3.81M
NEFZX	Loomis Sayles Strategic Income Fund Class A	Front Load	Open			May 1, 1995	$701.14M	0.920%	Below Average	$2,500	−$103.55M
NECZX	Loomis Sayles Strategic Income Fund Class C	Level Load	Open			May 1, 1995	$19.89M	1.670%	Average	$2,500	−$2.66M

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