Skip to Content

Loomis Sayles Ltd Term Govt and Agency C NECLX

Analyst rating as of
NAV / 1-Day Return
10.66  /  0.18 %
Total Assets
713.2 Mil
Adj. Expense Ratio
1.480%
Expense Ratio
1.450%
Distribution Fee Level
Below Average
Share Class Type
Level Load
Category
Short Government
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.41%
Effective Duration
2.03 years

Morningstar’s Analysis NECLX

Will NECLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Solid foundation in a competitive, low-yielding category.

Associate Director

Summary

|

Loomis Sayles Limited Term Government and Agency has a well-resourced team and consistent approach, but its fees are an impediment in the competitive, low-yielding short-government Morningstar Category. That supports a Morningstar Analyst Rating of Neutral for its cheaper share classes and Negative for its most expensive.

Unlock our full analysis with Morningstar Investor