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Loomis Sayles Ltd Term Govt and Agency A NEFLX

Analyst rating as of
NAV / 1-Day Return
11.46  /  0.09 %
Total Assets
1.0 Bil
Adj. Expense Ratio
0.740%
Expense Ratio
0.740%
Fee Level
Low
Longest Manager Tenure
19.77 years
Category
Short Government
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.94%
Effective Duration
2.06 years
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Morningstar’s Analysis

Will NEFLX outperform in future?

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

Strong process to continue despite portfolio management change.

Summary

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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.

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