NERYX

About NERYX

Loomis Sayles Core Plus Bond Fund Class Y is an institutional share class of an actively managed mutual fund that focuses on U.S. fixed-income securities. Its primary objective is to achieve high total investment return through both current income and capital appreciation. The fund invests at least 80% of its assets in a broad array of bonds, including U.S. government, corporate, and securitized debt, with at least 65% allocated to investment-grade securities. Notably, it has the flexibility to allocate up to 20% to high-yield (below investment grade) bonds and up to 10% to non-U.S. dollar denominated securities, offering exposure to emerging markets debt as well. This approach allows the fund to benefit from diverse credit sectors and global opportunities, while managing risk relative to its benchmark, the Bloomberg U.S. Aggregate Index. Managed by a seasoned team, the fund emphasizes active sector allocation and seeks to enhance returns through careful credit selection and interest rate positioning. Its role in the financial market is to serve institutional investors seeking a core bond holding with the potential for yield and diversification beyond traditional bond benchmarks.