Loomis Sayles Limited Term Government and Agency’s strong leadership and risk-conscious approach have generated strong relative returns over the long- erm. However, a pricey fee structure in the low-yielding short government Morningstar Category limits its attractiveness, supporting a Morningstar Analyst Rating of Neutral for its cheaper share classes and Negative for its most expensive.
Will NECLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NECLX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NECLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NECLX’s parent organization’s priorities and whether they’re in line with investors’ interests.