4 / 5 Stars
5 5 5 2 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#12 in Short-Term Government
U.S. News evaluated 51 Short Government Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 0.08 percent over the past year, 1.77 percent over the past three years, 3.72 percent over the past five years, and 3.40 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.8%|
|3 Years (Annualized)||1.8%|
|5 Years (Annualized)||3.7%|
|10 Years (Annualized)||3.4%|
The investment seeks high current return consistent with preservation of capital. The fund normally invests at least 80% of its net assets in investments issued or guaranteed by the U.S. government, its agencies or instrumentalities. It may invest in securities with credit quality above or below the credit rating of the U.S. government's long-term debt. The fund may also invest in investment grade corporate notes and bonds, zero-coupon bonds, securities issued pursuant to Rule 144 under the Securities Act of 1933 ("Rule 144A securities"), asset-backed securities and mortgage-related securities including mortgage dollar rolls.
Fees are Low compared to funds in the same category.
Loomis Sayles Limited Term Government And Agency Fund has an expense ratio of 0.87 percent.
Risk is Average compared to funds in the same category according to Morningstar.