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Fund Intelligence | Best Managers | NEFLX Insights | NEFLX Score | NEFLX Performance | NEFLX Manager | NEFLX News | NEFLX Allocation | NEFLX Holdings Change

Mutual Fund Insights: Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX)

In-depth Analysis of Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX)

Mutual fund chart: Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX)

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See Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) performance details as of January 31, 2010

  

    Last Trade: $11.83 on 3/17/2010, Change: +0.01 (0.08%)

  

Fund Manager - Clifton V. Rowe

Fund Manager Tenure: 8.8 years   [Similar Funds: NECLX ]
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)
Rowe has been a portfolio manager with Loomis Sayles since June 2000. Rowe, vice president and portfolio manager of the Fixed Income Group, began his investment career and joined Loomis Sayles in 1992. During his tenure he has held the roles of portfolio assistant, research analyst, mortgage trader and portfolio manager. Rowe has over 13 years of investment experience.  Get more insights on Clifton V. Rowe

  

What we like about Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) What we like about Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX)

Data for Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) as of January 31, 2010

  • Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) management has been with Loomis Sayles Ltd Term Govt and Agency A Fund for 8.8 years
  • Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) has good short-term performance (1-year return 8.90% vs 4.21% Short Government category average)
  • Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) has good mid-term performance (3-year return 6.28% vs 4.96% Short Government category average)
  • Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) has good Long-term performance (5-year return 4.73% vs 3.96% Short Government category average)
  • Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) ratio of up-years vs down years is greater than 2
  • Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) has an annual stock turnover rate of 77.00% vs Short Government average of 163.17%. It is good that Loomis Sayles Ltd Term Govt and Agency A management does not trade extensively for its return.
  • Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.12, lower than category average of 2.3

  

What we are cautious about Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) What we are cautious about Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX)

Data for Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) as of January 31, 2010

  • Loomis Sayles Ltd Term Govt and Agency A Fund is a focused fund with 38.76% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) has a Morningstar rating of 3 and below
  • Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) has a higher management fee of 0.90% than its Short Government average of 0.87%
  • Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) carries a 3% load
See Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) performance details as of January 31, 2010

  

  

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Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) Net Asset

Track net asset change of Loomis Sayles Ltd Term Govt and Agency A fund (NEFLX)

DateNet Asset
01/2010$142.96M
11/2009$123.67M
10/2009$120.30M
More historic net asset information on Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX)

  

Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) Portfolio Allocation

Track portfolio allocation change of Loomis Sayles Ltd Term Govt and Agency A fund (NEFLX)

DateCashStockBondOther
11/20098.35%0%91.66%0%
09/20090.54%0%99.46%0%
08/20095.65%0%94.35%0%
Click here to see more historic asset allocation information on Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX)

  

Most Recent Top 10 Holdings in Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX)

Discover what Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX) manager is buying

30-Nov-09
United States Treas Nts 1% [10.74%]
Genl Elec Cap Corp Fdic Tlgp FRN [4.29%]
FNMA 6% [3.66%]
FHLMC 1.125% [3.55%]
Citigroup Fdg Inc Gtd Tlgp FRN [3.26%]
FHLBA 1.125% [3.19%]
FHLMC 2.125% [2.86%]
FHLMC 5.5% [2.49%]
FHLBA 1.625% [2.36%]
FNMA [2.36%]

30-Sep-09
US Treasury Note 0.625% [7.82%]
US Treasury Note 3.625% [4.56%]
FNMA [4.04%]
FHLMC 4.5% [3.56%]
CITIGROUP FDG INC GTD TLGP [3.48%]
FHLBA 1.125% [3.4%]
FHLMC 2.125% [3.04%]
FHLMC 5.5% [2.86%]
FNMA [2.52%]
FHLBA 1.625% [2.51%]

31-Aug-09
US Treasury Note 0.625% [7.84%]
FNMA [4.18%]
FHLMC 4.5% [3.61%]
FHLBA 1.125% [3.44%]
FHLMC 2.125% [3.07%]
FHLMC 5.5% [3.05%]
FNMA [2.55%]
FHLBA 1.625% [2.54%]
FHLMC 6% [2.38%]
US TREASURY NOTE [2.29%]
Click here for Stock Holding Change Map in Loomis Sayles Ltd Term Govt and Agency A Fund (NEFLX)

  

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