Loomis Sayles High Income Fund (NEFHX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NEFHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NEFHX
NEFHX charges 1.01% annually. There are 142 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | NEFHX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.13% | 25.70B | Nov 2001 | NEFHX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | NEFHX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.23% | 25.70B | Dec 1978 | NEFHX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | NEFHX vs CRDOX |
Best Risk-Adjusted Alternatives to NEFHX
NEFHX has a PortfoliosLab risk / return rank of 60. There are 137 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | NEFHX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | NEFHX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | NEFHX vs RPHIX | |
| Fidelity Series High Income Fund | 97 | — | Mar 2011 | NEFHX vs FSHNX | |
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | NEFHX vs CWFIX |
Top Performing NEFHX Alternatives (YTD)
NEFHX is at 1.37% YTD. There are 131 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Capital & Income Fund | 8.43% | — | Nov 1977 | NEFHX vs FAGIX | |
| Pioneer ILS Interval Fund | 7.97% | — | Dec 2014 | NEFHX vs XILSX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.64% | — | Oct 2018 | NEFHX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.59% | — | Jul 1995 | NEFHX vs FAHCX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.52% | — | Jan 1987 | NEFHX vs FAHYX |
Lowest Volatility Alternatives to NEFHX
NEFHX has 3.63% 1-year volatility. There are 149 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | NEFHX vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.88% | — | Mar 2019 | NEFHX vs CCLFX | |
| Chartwell Short Duration High Yield Fund | 1.49% | — | Jul 2014 | NEFHX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.63% | — | Oct 2012 | NEFHX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.69% | — | Aug 2002 | NEFHX vs OSTIX |
Lowest Drawdown Alternatives to NEFHX
NEFHX has a 1-year max drawdown of -2.47%. There are 95 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | NEFHX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | NEFHX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | NEFHX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | NEFHX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | NEFHX vs SCFIX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, LGRRX, LSIIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 11 | -0.24% | — | May 1991 | NEFHX vs LSGRX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 10 | -0.34% | — | Feb 2013 | NEFHX vs LGRRX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 18 | 0.25% | — | Dec 1996 | NEFHX vs LSIIX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 75 | 11.13% | — | Sep 2008 | NEFHX vs GAFYX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 31 | 0.31% | — | Nov 1973 | NEFHX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 12 | 1.26% | — | Mar 2016 | NEFHX vs ESGYX | |
| Gateway Fund | Options Trading | 75 | 4.80% | — | Dec 1977 | NEFHX vs GATEX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 22 | 0.81% | — | Jul 1994 | NEFHX vs NEFSX | |
| Gateway Equity Call Premium Fund | Options Trading | 86 | 5.51% | — | Sep 2014 | NEFHX vs GCPYX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 20 | -0.67% | — | May 1931 | NEFHX vs NEFOX |
Often Compared With NEFHX
Investors most often compare NEFHX with PHIYX, FQTIX, GTEYX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare NEFHX with Any Fund or Stock
Compare NEFHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NEFHX with funds that move differently
Loomis Sayles High Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NEFHX.
Explore NEFHX Diversifiers