Loomis Sayles Core Plus Bond FundNEFRX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$7.9B
Expense ratio
0.73%
1-year return
+1.9%
3 years, a year
+3.9%
5 years, a year
-0.3%
Holdings
771
What it aims to do.
The Fund seeks high total investment return through a combination of current income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Treasury | 4.06% |
| United States Treasury | 2.82% |
| United States Treasury | 2.29% |
| United States Treasury | 2.13% |
| United States Treasury | 2.04% |
| United States Treasury | 1.77% |
| United States Treasury | 1.73% |
| United States Treasury | 1.61% |
| United States Treasury | 1.56% |
| Fannie Mae | 1.33% |
More on NEFRX.
- NEFRX overview
- NEFRX holdings
- NEFRX risk
- NEFRX costs
- NEFRX money in and out
- NEFRX share classes
- Compare NEFRX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.