NEZYX – Fund Analysis – Loomis Sayles Strategic Income Y | Morningstar

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Will NEZYX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NEZYX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the NEZYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of NEZYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

With great flexibility comes great volatility.

Associate Director Brian Moriarty

Brian Moriarty

Associate Director

Summary

While Elaine Stokes' retirement is a meaningful loss, Loomis Sayles Strategic Income continues to benefit from an impressive management team supported by robust resources.

by Brian Moriarty

Rated on Mar 1, 2024 Published on Mar 1, 2024

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