NEFZX Mutual Fund
NEFZX Mutual Fund
Loomis Sayles Funds - Strategic Income Fund Class A
NEFZX Mutual Fund Overview
NEFZX Mutual Fund (Loomis Sayles Funds - Strategic Income Fund Class A) is managed by Natixis Funds. NEFZX expense ratio is 0.92%, holding 615 positions across sectors including Other, Financials, Communication Services. Inception date: 1995-05-01.
NEFZX performance shows a YTD return of 0.49%. The 1-year return is 5.15% and the 5-year return is 2.31%. NEFZX dividend yield stands at 5.77%, paid monthly.
NEFZX top holdings include Treasury Note (Otr) 4% Mar 31, 2030 (7.0%), Us T Bill Zcp 04/16/26 (2.5%), Us Treasury N/B 3.5 11/30/2030 3.5 2030-11-30 (1.5%), MYR/USD Fwd 20260309 Scblgb2L (1.5%), Fixed Inc Clearing Corp.Repo (1.4%). View all NEFZX holdings, sector breakdown, or dividend history.
NEFZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NEFZX alternatives are available via the screener, along with tax-loss harvesting opportunities.