Loomis Sayles Core Plus Bond Fund Class Y (NERYX)

$12.14
B Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryBonds
Fund BenchmarkBond - Multi Sector
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Loomis Sayles Core Plus Bond Fund Class Y 6 -0.01 -10.47% 3.06% 0.54%
Bond - Multi Sector 5 -0.04 -10.63% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -0.08% -0.50% 0.42%
Year-to-Date -10.47% -10.63% 0.16%
1 Year -12.03% -11.82% -0.21%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

6%

(low)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 6% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.54%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$695

Real cost (fees + lost compounding)

$859

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
96%

Return in excess of styles
(over past year)
1.05%