About NEFRX
Loomis Sayles Core Plus Bond Fund Class A is an actively managed mutual fund that focuses on delivering a high total return through a combination of current income and capital appreciation. The fund invests primarily in a diversified portfolio of bonds, allocating at least 80% of its assets to debt securities that span a broad range of maturities, with a core emphasis on investment grade securities comprising at least 65% of its holdings. In addition to investment grade corporate and U.S. government bonds, the fund can allocate a portion of its portfolio to high yield bonds, non-U.S. dollar denominated securities, and emerging markets debt, offering enhanced diversification and income potential.
Classified as an intermediate core-plus bond fund, Loomis Sayles Core Plus Bond Fund Class A exhibits a moderate credit quality and interest rate sensitivity profile, with an effective duration of approximately 6.6 years. The fund employs a benchmark-aware strategy, managing risk while seeking opportunities across sectors such as government, securitized, and corporate credit. Managed by a seasoned team, the fund pays monthly distributions and is designed for investors seeking a strategic blend of income and long-term growth within fixed income markets.
Fund Family Loomis Sayles Funds
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol NEFRX
Share Class Class A
Index Bloomberg U.S. Aggregate Bond TR
NEFRX had a total return of 8.77% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.60%.
