Loomis Sayles Core Plus Bond Fund (NEFRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NEFRX
NEFRX charges 0.71% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among NEFRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | NEFRX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | NEFRX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | NEFRX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | NEFRX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | NEFRX vs BCOIX |
Best Risk-Adjusted Alternatives to NEFRX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | NEFRX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | NEFRX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | NEFRX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | NEFRX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | NEFRX vs MDVAX |
Top Performing NEFRX Alternatives (YTD)
NEFRX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | NEFRX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | NEFRX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | NEFRX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | NEFRX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | NEFRX vs TGLMX |
Lowest Volatility Alternatives to NEFRX
NEFRX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | NEFRX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | NEFRX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | NEFRX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | NEFRX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | NEFRX vs TGRNX |
Lowest Drawdown Alternatives to NEFRX
NEFRX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | NEFRX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | NEFRX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | NEFRX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | NEFRX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | NEFRX vs MWIGX |
Other Mutual Funds from Natixis
Most popular Natixis mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 9 | -14.81% | May 16, 1991 | NEFRX vs LSGRX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 9 | -14.90% | Feb 1, 2013 | NEFRX vs LGRRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 36 | 0.17% | Sep 29, 2008 | NEFRX vs GAFYX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 11 | -9.28% | Mar 30, 2016 | NEFRX vs ESGYX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 32 | -1.33% | Dec 31, 1996 | NEFRX vs LSIIX | |
| Gateway Fund | Options Trading | 26 | -4.72% | Dec 6, 1977 | NEFRX vs GATEX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 15 | -9.40% | Jul 7, 1994 | NEFRX vs NEFSX | |
| Gateway Fund Class Y Shares | Options Trading | 27 | -4.67% | — | NEFRX vs GTEYX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 16 | -4.12% | May 6, 1931 | NEFRX vs NEFOX | |
| Loomis Sayles Growth Fund Class C | Large Cap Growth Equities | 7 | -15.04% | Feb 1, 2013 | NEFRX vs LGRCX |
Often Compared With NEFRX
What investors most often compare with NEFRX, 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.