Loomis Sayles Strategic Income Fund (NEFZX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NEFZX
NEFZX charges 0.95% annually. Among mutual funds in the Multisector Bonds category, these options have the lowest expense ratios among NEFZX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | Aug 3, 2014 | NEFZX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | Oct 12, 2021 | NEFZX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | Jun 1, 2014 | NEFZX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | Jul 28, 2016 | NEFZX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | Aug 20, 2013 | NEFZX vs MOFIX |
Best Risk-Adjusted Alternatives to NEFZX
Among mutual funds in the Multisector Bonds 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 | |
|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | Nov 1, 2015 | NEFZX vs NWXHX | |
| CrossingBridge Low Duration High Yield Fund | 98 | Jan 30, 2018 | NEFZX vs CBLDX | |
| Nationwide Strategic Income A | 98 | Nov 2, 2015 | NEFZX vs NWXEX | |
| Easterly Income Opportunities Fund | 98 | Aug 20, 2018 | NEFZX vs JSVIX | |
| Doubleline Selective Credit Fund | 98 | Aug 3, 2014 | NEFZX vs DBSCX |
Top Performing NEFZX Alternatives (YTD)
NEFZX alternatives from the Multisector Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Conquer Risk Managed Volatility Fund | 1.11% | Jun 30, 2020 | NEFZX vs CRMVX | |
| Rational Special Situations Income Fund | 1.01% | Jul 16, 2019 | NEFZX vs RFXIX | |
| Doubleline Selective Credit Fund | 0.84% | Aug 3, 2014 | NEFZX vs DBSCX | |
| Nationwide Amundi Strategic Income Fund | 0.76% | Nov 1, 2015 | NEFZX vs NWXHX | |
| Axonic Strategic Income Fund | 0.69% | Dec 29, 2019 | NEFZX vs AXSIX |
Lowest Volatility Alternatives to NEFZX
NEFZX alternatives from the Multisector Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | 1.45% | Jan 30, 2018 | NEFZX vs CBLDX | |
| Rational Special Situations Income Fund | 1.56% | Jul 16, 2019 | NEFZX vs RFXIX | |
| Muzinich Low Duration Fund | 1.57% | Jun 29, 2016 | NEFZX vs MZLSX | |
| Nationwide Strategic Income A | 1.60% | Nov 2, 2015 | NEFZX vs NWXEX | |
| Nationwide Amundi Strategic Income Fund | 1.62% | Nov 1, 2015 | NEFZX vs NWXHX |
Lowest Drawdown Alternatives to NEFZX
NEFZX alternatives from the Multisector Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | -0.93% | Jan 30, 2018 | NEFZX vs CBLDX | |
| Rational Special Situations Income Fund | -0.94% | Jul 16, 2019 | NEFZX vs RFXIX | |
| Nationwide Strategic Income A | -1.20% | Nov 2, 2015 | NEFZX vs NWXEX | |
| Axonic Strategic Income Fund | -1.22% | Dec 29, 2019 | NEFZX vs AXSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.22% | Jul 28, 2016 | NEFZX vs BWDTX |
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 | NEFZX vs LSGRX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 9 | -14.90% | Feb 1, 2013 | NEFZX vs LGRRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 36 | 0.17% | Sep 29, 2008 | NEFZX vs GAFYX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 11 | -9.28% | Mar 30, 2016 | NEFZX vs ESGYX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 32 | -1.33% | Dec 31, 1996 | NEFZX vs LSIIX | |
| Gateway Fund | Options Trading | 26 | -4.72% | Dec 6, 1977 | NEFZX vs GATEX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 67 | -0.64% | Nov 7, 1973 | NEFZX vs NEFRX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 15 | -9.40% | Jul 7, 1994 | NEFZX vs NEFSX | |
| Gateway Fund Class Y Shares | Options Trading | 27 | -4.67% | — | NEFZX vs GTEYX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 16 | -4.12% | May 6, 1931 | NEFZX vs NEFOX |
Often Compared With NEFZX
What investors most often compare with NEFZX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Neuberger Berman High Income Bond Fund | High Yield Bonds | 83 | -1.82% | Jan 31, 1992 | NEFZX vs NHINX | |
| Vanguard Mega Cap ETF | Large Cap Blend Equities | 66 | -5.62% | Dec 17, 2007 | NEFZX vs MGC | |
| Eaton Vance Strategic Income Fund Class I | Multisector Bonds | 98 | 0.53% | Apr 3, 2009 | NEFZX vs ESIIX | |
| CrossingBridge Responsible Credit Fund | Multisector Bonds | 81 | 0.44% | Jun 29, 2021 | NEFZX vs CBRDX | |
| Angel Oak Multi-Strategy Income Fund | Multisector Bonds | 97 | 0.41% | Jun 27, 2011 | NEFZX vs ANGLX |
Compare NEFZX with Any Fund or Stock
Compare NEFZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.