Loomis Sayles Strategic Income Fund (NEFZX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NEFZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NEFZX
NEFZX charges 0.95% annually. There are 56 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | NEFZX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | NEFZX vs VMSAX | |
| JPMorgan Income Fund Class I | 0.40% | — | Jun 2014 | NEFZX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | NEFZX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | NEFZX vs MOFIX |
Best Risk-Adjusted Alternatives to NEFZX
NEFZX has a PortfoliosLab risk / return rank of 15. There are 80 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | NEFZX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | NEFZX vs NWXEX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | NEFZX vs RFXIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | NEFZX vs BWDTX | |
| Oaktree Diversified Income Fund Inc. Class D | 98 | — | Nov 2021 | NEFZX vs ODIDX |
Top Performing NEFZX Alternatives (YTD)
NEFZX is at -1.28% YTD. There are 88 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 3.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 3.47% | — | Jan 2011 | NEFZX vs ACP | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.07% | — | May 2016 | NEFZX vs LFLIX | |
| Saba Capital Income & Opportunities Fund | 3.06% | — | Dec 1987 | NEFZX vs BRW | |
| Intrepid Income Fund | 2.85% | — | Aug 2010 | NEFZX vs ICMUX | |
| Nationwide Amundi Strategic Income Fund | 2.57% | — | Nov 2015 | NEFZX vs NWXHX |
Lowest Volatility Alternatives to NEFZX
NEFZX has 4.47% 1-year volatility. There are 80 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.17% | — | Nov 2015 | NEFZX vs NWXHX | |
| Nationwide Strategic Income A | 1.24% | — | Nov 2015 | NEFZX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.31% | — | Jul 2016 | NEFZX vs BWDTX | |
| Rational Special Situations Income Fund | 1.38% | — | Jul 2019 | NEFZX vs RFXIX | |
| Oaktree Diversified Income Fund Inc. Class D | 1.47% | — | Nov 2021 | NEFZX vs ODIDX |
Lowest Drawdown Alternatives to NEFZX
NEFZX has a 1-year max drawdown of -4.17%. There are 81 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | NEFZX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | NEFZX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | NEFZX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | NEFZX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | NEFZX vs BWDTX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, LGRRX, GAFYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 4 | -6.38% | — | May 1991 | NEFZX vs LSGRX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 3 | -6.55% | — | Feb 2013 | NEFZX vs LGRRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 74 | 10.26% | — | Sep 2008 | NEFZX vs GAFYX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market, Investment Grade Bonds | 12 | -0.64% | — | Dec 1996 | NEFZX vs LSIIX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 19 | -0.90% | — | Nov 1973 | NEFZX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 16 | 1.17% | — | Mar 2016 | NEFZX vs ESGYX | |
| Gateway Fund | Options Trading | 62 | 3.94% | — | Dec 1977 | NEFZX vs GATEX | |
| Gateway Equity Call Premium Fund | Options Trading | 80 | 5.97% | — | Sep 2014 | NEFZX vs GCPYX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 15 | 0.61% | — | Jul 1994 | NEFZX vs NEFSX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 44 | 6.49% | — | May 1931 | NEFZX vs NEFOX |
Often Compared With NEFZX
Investors most often compare NEFZX with NHINX, MGC, GTEYX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare NEFZX with Any Fund or Stock
Compare NEFZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NEFZX with funds that move differently
Loomis Sayles Strategic Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NEFZX.
Explore NEFZX Diversifiers