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Mutual Fund Insights: Loomis Sayles Core Plus Bond C Fund (NECRX)

In-depth Analysis of Loomis Sayles Core Plus Bond C Fund (NECRX)

Mutual fund chart: Loomis Sayles Core Plus Bond C Fund (NECRX)

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See Loomis Sayles Core Plus Bond C Fund (NECRX) performance details as of January 31, 2010

  

    Last Trade: $12.12 on 3/12/2010, Change: +0.02 (0.17%)

  

Fund Manager - Peter W. Palfrey

Fund Manager Tenure: 10.9 years   [Similar Funds: NEFRX ]
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Palfrey is portfolio manager and vice president of Loomis Sayles. He began his investment career in 1983 and joined Loomis Sayles in 2001. Prior to that, he was senior vice president o Back Bay Advisors from 1993 until 2001. Palfrey holds the Chartered Financial Analyst designation.  Get more insights on Peter W. Palfrey

  

What we like about Loomis Sayles Core Plus Bond C Fund (NECRX) What we like about Loomis Sayles Core Plus Bond C Fund (NECRX)

Data for Loomis Sayles Core Plus Bond C Fund (NECRX) as of January 31, 2010

  • Loomis Sayles Core Plus Bond C Fund (NECRX) management has been with Loomis Sayles Core Plus Bond C Fund for 10.9 years
  • Loomis Sayles Core Plus Bond C Fund (NECRX) has good short-term performance (1-year return 18.75% vs 15.89% Intermediate-Term Bond category average)
  • Loomis Sayles Core Plus Bond C Fund (NECRX) has good mid-term performance (3-year return 7.32% vs 5.02% Intermediate-Term Bond category average)
  • Loomis Sayles Core Plus Bond C Fund (NECRX) has good Long-term performance (5-year return 5.30% vs 4.10% Intermediate-Term Bond category average)
  • Loomis Sayles Core Plus Bond C Fund (NECRX) ratio of up-years vs down years is greater than 2
  • Loomis Sayles Core Plus Bond C Fund (NECRX) has an annual stock turnover rate of 102.00% vs Intermediate-Term Bond average of 231.70%. It is good that Loomis Sayles Core Plus Bond C management does not trade extensively for its return.

  

What we are cautious about Loomis Sayles Core Plus Bond C Fund (NECRX) What we are cautious about Loomis Sayles Core Plus Bond C Fund (NECRX)

Data for Loomis Sayles Core Plus Bond C Fund (NECRX) as of January 31, 2010

  • Loomis Sayles Core Plus Bond C Fund (NECRX) has a Morningstar rating of 3 and below
  • Loomis Sayles Core Plus Bond C Fund (NECRX) is less safe compared to its Intermediate-Term Bond peers
  • Loomis Sayles Core Plus Bond C Fund (NECRX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.22 that is higher than category average of 6.05
  • Loomis Sayles Core Plus Bond C Fund (NECRX) has a higher management fee of 1.65% than its Intermediate-Term Bond average of 0.95%
  • Loomis Sayles Core Plus Bond C Fund (NECRX) carries a 1% load
See Loomis Sayles Core Plus Bond C Fund (NECRX) performance details as of January 31, 2010

  

  

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Loomis Sayles Core Plus Bond C Fund (NECRX) Net Asset

Track net asset change of Loomis Sayles Core Plus Bond C fund (NECRX)

DateNet Asset
01/2010$99.38M
11/2009$90.92M
10/2009$83.56M
More historic net asset information on Loomis Sayles Core Plus Bond C Fund (NECRX)

  

Loomis Sayles Core Plus Bond C Fund (NECRX) Portfolio Allocation

Track portfolio allocation change of Loomis Sayles Core Plus Bond C fund (NECRX)

DateCashStockBondOther
11/20097.88%0%91.16%0.96%
09/20097.94%0%90.92%1.14%
08/20094%0%94.73%1.28%
Click here to see more historic asset allocation information on Loomis Sayles Core Plus Bond C Fund (NECRX)

  

Most Recent Top 10 Holdings in Loomis Sayles Core Plus Bond C Fund (NECRX)

Discover what Loomis Sayles Core Plus Bond C Fund (NECRX) manager is buying

30-Nov-09
US Treasury Note 3.125% [7.43%]
US Treasury Note [2.66%]
US Treasury Note 0.875% [1.86%]
Embarq 7.995% [1.45%]
Cisco Sys 5.5% [1.39%]
United States Treas Nts 3.25% [1.26%]
United States Treas Nts [1.26%]
Anheuser Busch Inbev Worldwi 144A 6.375% [1.18%]
US Treasury Note 4.625% [1.15%]
Hutchison Whampoa Internation 144A 5.75% [0.98%]

30-Sep-09
US Treasury Note 3.125% [8.59%]
United States Treas Bds 3.5% [2.27%]
US TREASURY NOTE [2.15%]
US Treasury Note 0.875% [2.08%]
US Treasury Note [1.39%]
UNITED STATES TREAS NTS [1.38%]
Embarq 7.995% [1.37%]
US Treasury Note 4.625% [1.27%]
US Treasury Note 3.63% [1.22%]
GNMA 5.5% [1.15%]

31-Aug-09
US Treasury Note 3.125% [10.7%]
US Treasury Bond 3.5% [3.2%]
FNMA [2.46%]
US Treasury Note [1.52%]
UNITED STATES TREAS NTS [1.52%]
Embarq 7.995% [1.49%]
GNMA 5.5% [1.34%]
FNMA 4.5% [1.17%]
GNMA [1.07%]
FNMA 5.375% [1.01%]
Click here for Stock Holding Change Map in Loomis Sayles Core Plus Bond C Fund (NECRX)

  

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