Loomis Sayles Ltd Term Govt and Agency Y
399 Boylston Street 12th Floor Boston MA 02116
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Phone: 800-225-5478
| Category: | Short Government | | Fund Family: | Natixis Funds | | Net Assets: | 5.83M | | Year-to-Date Return: | 2.13% | | Yield: | 4.72% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-94 |
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Clifton V. Rowe
Lead Manager since
01-Jun-01 | | | Rowe is a portfolio manager with Loomis Sayle 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. Rowe holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks total return consistent with preservation of capital. The fund normally invests at least 80% of assets in investments issued or guaranteed by the U.S. government, its agencies or instrumentalities. It attempts to maintain an average portfolio duration of tow to four years. |
| Last Dividend
(29-Aug-08):
| 0.04 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 45.00% | | Average for Category:
| 168.73% |
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| Expense | NELYX | Category
Avg | | Total Expense Ratio: | 0.71%
| 0.90% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 2.69% | | Max Deferred Sales Load: | 0.00%
| 2.40% | | 3 Yr Expense Projection*: |
$230 | $410 | | 5 Yr Expense Projection*: |
$407 | $646 | | 10 Yr Expense Projection*: |
$921 | $1,321 |
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1.49% Nasdaq 
0.27%
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