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Nasdaq - Delayed Quote USD

Loomis Sayles Core Plus Bond A (NEFRX)

11.51
+0.05
+(0.44%)
At close: 8:03:54 PM EDT
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  • Previous Close 11.46
  • YTD Return 2.97%
  • Expense Ratio 0.74%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain -11.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 7.86B
  • Beta (5Y Monthly) 1.09
  • Yield 3.86%
  • 5y Average Return --
  • Holdings Turnover 170.00%
  • Last Dividend 0.11
  • Inception Date Dec 30, 1994

Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in bonds, which include debt securities of any maturity. In addition, it will invest at least 65% of its net assets in investment grade securities. The fund will generally seek to maintain an effective duration of +/- 2 years relative to the Bloomberg U.S. Aggregate Bond Index.

Loomis Sayles Funds

Fund Family

Intermediate Core-Plus Bond

Fund Category

7.86B

Net Assets

1994-12-30

Inception Date

More about Loomis Sayles Core Plus Bond A

Performance Overview: NEFRX

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Trailing returns as of 4/3/2025. Category is Intermediate Core-Plus Bond.

YTD Return

NEFRX
2.97%
Category
0.61%
 

1-Year Return

NEFRX
4.87%
Category
3.06%
 

3-Year Return

NEFRX
0.49%
Category
5.69%
 

5-Year Return

NEFRX
0.05%
Category
3.75%
 

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Recent News: NEFRX

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Research Reports: NEFRX

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