Loomis Sayles Core Plus Bond Fund N (NERNX)

Overview

This fund focuses on investing primarily in bonds, dedicating at least 80% of its net assets to debt securities of varying maturities. It aims to provide a stable and disciplined investment approach by adhering to specific investment thresholds. A key aspect of its approach is allocating at least 65% of its net assets to investment-grade securities, emphasizing the fund's commitment to maintaining a certain quality in its investments. The management team targets to keep the fund’s effective duration within +/- 2 years of the Bloomberg U.S. Aggregate Bond Index, ensuring that the fund's interest rate sensitivity is closely aligned with that of the index. This strategy is designed to balance the fund's risk and return, making it an appealing choice for investors looking for relatively safe investment opportunities in the bond market.

Products and Services

• Bond Investments

  The fund primarily invests in a broad range of bonds, including debt securities of various maturities. This product is designed for investors seeking to diversify their investment portfolio with fixed income securities. By focusing on bonds, the fund aims to generate income while managing risk, making it suitable for conservative investors focused on capital preservation.

• Investment in Investment-Grade Securities

  At least 65% of the fund’s net assets are allocated to investment-grade securities. This approach underscores the fund's commitment to maintaining a high-quality investment profile. Investment-grade securities are perceived as lower risk compared to non-investment-grade securities, making this product a cornerstone for investors aiming for stability and reliability in their investments.

• Duration Management Relative to the Bloomberg U.S. Aggregate Bond Index

  The fund actively manages its effective duration to stay within +/- 2 years of the Bloomberg U.S. Aggregate Bond Index. This strategy is designed to align the fund’s interest rate sensitivity with that of a widely recognized bond index, aiming to mitigate the potential impact of interest rate fluctuations on the fund’s portfolio. This serves as a protective measure for investors, helping to shield their investments from the volatility associated with changes in interest rates.