NEFRX Mutual Fund

NEFRX Mutual Fund (Loomis Sayles Core Plus Bond Fund Cl A) is managed by Natixis Funds with $565.6M in net assets. NEFRX expense ratio is 0.73%, holding 795 positions across sectors including Financials, Materials, Industrials. Inception date: 1973-11-07.

NEFRX performance shows a YTD return of -3.23%. The 1-year return is -2.36% and the 5-year return is -0.31%. NEFRX dividend yield stands at 4.44%, paid monthly.

NEFRX top holdings include 2 Year Treasury Note Future Sept 26 0% 09/30/2026 (20.7%), Tsy Infl Ix N/B 1.13% 15Oct2030 (1.9%), Us Treasury N/B 08/27 3.625 (1.8%), Ultra 10 Year Us Treasury Note Future Sept 26 0% 09/21/2026 (1.8%), Us Treasury N/B T 4 1/8 06/30/31 4.125 06/30/2031 (1.7%). Go to all NEFRX holdings, NEFRX sectors, or NEFRX dividends.

NEFRX can be compared against other funds. Use NEFRX overlap to find shared positions, or NEFRX vs another fund for a side-by-side view. NEFRX alternatives are available via the screener, along with tax-loss harvesting opportunities.