About NEZAX
Loomis Sayles Strategic Income Fund – Admin Class is an actively managed multisector bond mutual fund designed to deliver high current income with a secondary objective of capital growth. According to the adviser, the strategy ranges broadly across global fixed income, with flexibility to invest in high yield credit, foreign and emerging markets debt, securitized assets, and U.S. Treasuries, allowing the team to pursue value across credit cycles. The portfolio is run by an experienced Loomis Sayles team known for a high‑conviction, research‑driven approach and risk‑aware tools that overlay fundamental analysis and issue selection. The fund is not constrained by formal limits on below‑investment‑grade or non‑U.S. exposures, and it may allocate a modest portion to preferred and dividend‑paying common equities to enhance income and diversification. Within the market, the fund serves investors seeking a single, flexible core‑plus credit solution that can tactically shift among sectors to balance income generation and total return potential while navigating credit, interest‑rate, currency, and liquidity risks inherent in global fixed income.
Fund Family Loomis Sayles Funds
Category Multisector Bond
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol NEZAX
Share Class Admin Class
Index Bloomberg U.S. Aggregate Bond TR
NEZAX had a total return of 3.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.90%.
