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NECZX Loomis Sayles Strategic Income C

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Fund NECZX Loomis Sayles Strategic Income C RNDLX RiverNorth Doubleline Strategic Inc R  
100% 86%
Annual Fees
(1.69% Exp. Ratio)
(1.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$11,148.99 $11,285.88
Est. savings over 30 yrs +$136.89
As of 9/30/16
1 YR RETURN 7.91%
3 YR 2.67%
5 YR 5.87%
10 YR 5.59%
1 YR RETURN 8.62%
3 YR 5.78%
5 YR 5.98%
10 YR --
The investment seeks high current income with a secondary objective of capital growth. The fund will invest substantially all of its assets in income producing securities (including below investment grade securities, or "junk bonds") with a focus on U.S. corporate bonds, convertible securities, foreign debt instruments, including those in emerging markets and related foreign currency transactions, and U.S. government securities. The fund is not limited in the percentage of its assets that it may invest in these instruments.
The investment seeks current income and overall total return. The fund's advisers allocate its assets among three principal strategies: Tactical Closed-end Fund Income strategy, Core Fixed Income strategy, and Opportunistic Income strategy. The amount allocated to each of the principal strategies may change depending on the adviser's assessment of market risk, security valuations, market volatility, and the prospects for earning income and total return.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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