NEZAX Mutual Fund

NEZAX Mutual Fund

NAV$12.16
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Fund Essentials - as of Mar 31, 2026

Net Assets
$128M
Expense Ratio
1.17%
Dividend Yield (Current)
5.59%
Holdings
615
Inception Date
Feb 1, 2010
Fund Family
Natixis Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.49%
1 Year+4.02%
3 Year+6.79%
5 Year+1.77%
10 Year+2.73%

Asset Allocation

Stocks: 5.99%
Bonds: 93.35%
Other: 0.65%
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Top Holdings

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TickerNameWeight
T 4 03/31/30Us Treasury N/B 03/30 47.05%
B 0 04/16/26Us T Bill Zcp 04/16/262.49%
-Us Treasury N/B 11/30 3.51.53%
-Nota Do Tesouro Nacional 10.000000% 01/01/20311.53%
-Fixed Inc Clearing Corp.Repo1.38%
Top 10 Concentration: 18.86%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
5.59%
Frequency
Monthly
Latest Distribution
$0.04
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

NEZAX Mutual Fund Overview

NEZAX Mutual Fund (Loomis Sayles Funds - Strategic Income Fund Admin Class) is managed by Natixis Funds with $128.4M in net assets. NEZAX expense ratio is 1.17%, holding 615 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 2010-02-01.

NEZAX performance shows a YTD return of -0.49%. The 1-year return is 4.02% and the 5-year return is 1.77%. NEZAX dividend yield stands at 5.59%, paid monthly.

NEZAX top holdings include Us Treasury N/B 03/30 4 (7.0%), Us T Bill Zcp 04/16/26 (2.5%), Us Treasury N/B 11/30 3.5 (1.5%), Nota Do Tesouro Nacional 10.000000% 01/01/2031 (1.5%), Fixed Inc Clearing Corp.Repo (1.4%). Go to all NEZAX holdings, NEZAX sectors, or NEZAX dividends.

NEZAX can be compared against other funds. Use NEZAX overlap to find shared positions, or NEZAX vs another fund for a side-by-side view. NEZAX alternatives are available via the screener, along with tax-loss harvesting opportunities.