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Loomis Sayles Ltd Term Govt and Agency A NEFLX

Analyst rating as of
NAV / 1-Day Return
10.85  /  0.09 %
Total Assets
891.6 Mil
Adj. Expense Ratio
0.700%
Expense Ratio
0.700%
Fee Level
Low
Longest Manager Tenure
21.07 years
Category
Short Government
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.61%
Effective Duration
2.13 years

Morningstar’s Analysis

Will NEFLX 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

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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.

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