Loomis Sayles Core Plus Bond Fund (NEFRX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NEFRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NEFRX
NEFRX charges 0.71% annually. There are 89 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | NEFRX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | NEFRX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | NEFRX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | NEFRX vs EINFX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | NEFRX vs BCPIX |
Best Risk-Adjusted Alternatives to NEFRX
NEFRX has a PortfoliosLab risk / return rank of 19. There are 96 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | NEFRX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | NEFRX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 95 | — | Jul 2010 | NEFRX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | NEFRX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 83 | — | Apr 1997 | NEFRX vs GUGAX |
Top Performing NEFRX Alternatives (YTD)
NEFRX is at -0.04% YTD. There are 99 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.62% | — | Jul 2015 | NEFRX vs TNUIX | |
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | NEFRX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.93% | — | May 1999 | NEFRX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.68% | — | Feb 1984 | NEFRX vs PGSIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.56% | — | Sep 2007 | NEFRX vs SEATX |
Lowest Volatility Alternatives to NEFRX
NEFRX has 4.13% 1-year volatility. There are 107 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.14% | — | Jun 2017 | NEFRX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | NEFRX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.94% | — | Jul 2010 | NEFRX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.00% | — | Jul 2010 | NEFRX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | NEFRX vs HOBIX |
Lowest Drawdown Alternatives to NEFRX
NEFRX has a 1-year max drawdown of -2.92%. There are 54 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | NEFRX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | NEFRX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | NEFRX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | NEFRX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | NEFRX vs LCTIX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, LSIIX, GAFYX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 5 | -2.80% | — | May 1991 | NEFRX vs LSGRX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 12 | -0.14% | — | Dec 1996 | NEFRX vs LSIIX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 61 | 9.57% | — | Sep 2008 | NEFRX vs GAFYX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 5 | -2.95% | — | Feb 2013 | NEFRX vs LGRRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 11 | 1.53% | — | Mar 2016 | NEFRX vs ESGYX | |
| Gateway Fund | Options Trading | 73 | 5.22% | — | Dec 1977 | NEFRX vs GATEX | |
| Gateway Equity Call Premium Fund | Options Trading | 86 | 6.96% | — | Sep 2014 | NEFRX vs GCPYX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 13 | 1.03% | — | Jul 1994 | NEFRX vs NEFSX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 19 | 3.21% | — | May 1931 | NEFRX vs NEFOX | |
| Gateway Fund Class Y Shares | Options Trading | 75 | 5.33% | — | — | NEFRX vs GTEYX |
Often Compared With NEFRX
Investors most often compare NEFRX with BAICX, WCPNX, FBKWX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare NEFRX with Any Fund or Stock
Compare NEFRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NEFRX with funds that move differently
Loomis Sayles Core Plus Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NEFRX.
Explore NEFRX Diversifiers