Emphasize intermediate-term securities, which helps the fund target the yield advantage of longer-term bonds and the relative price stability of shorter-term bonds
Backed by renowned Loomis Sayles research
May be suitable for investors seeking a conservative fixed-income portfolio
Fund Objective:
Seeks high current return consistent with preservation of capital
Investment Strategy:
Focuses on securities that are issued or guaranteed by the U.S. government or its agencies
The portfolio managers emphasize intermediate-term securities
Risks:
The fund's investments in certain debt securities issued or guaranteed by agencies of the U.S. government are guaranteed as to the payment of principal and interest of the relevant entity but have not been backed by the full faith and credit of the U.S. government.
Mutual funds that invest in bonds can lose their value as interest rates rise, and an investor can lose principal.
Foreign investments involve special risks including greater economic, political and currency fluctuation risks, which may be even greater in emerging markets.
This fund invests in securities that are subject to prepayment risk.
Performance:
Please refer to the Fees & Expenses tab to the left for more information.
Monthly Performance (as of 08/31/2010)
1 YR
3 YR
5 YR
10 YR
Since Inception
Share Class Inception Date
NAV
6.84%
6.58%
5.21%
4.94%
5.80%
01/03/1989
w/MSC
3.60%
5.50%
4.57%
4.62%
5.65%
01/03/1989
Quarterly Performance (as of 06/30/2010)
1 YR
3 YR
5 YR
10 YR
Since Inception
Share Class Inception Date
NAV
7.84%
6.70%
5.07%
5.01%
5.80%
01/03/1989
w/MSC
4.62%
5.62%
4.42%
4.69%
5.65%
01/03/1989
Performance data shown represents past performance and is no guarantee of future results.
Investment return and principal value will fluctuate, so you may gain or loss when shares are sold. Current
performance may be higher or lower than quoted.
John Hyll has served as co-portfolio manager of the Loomis Sayles Limited Term Government and Agency Fund since April 2003. Mr. Hyll, Portfolio Manager and Vice President of Loomis Sayles, began his investment career in 1983 and joined Loomis Sayles in 1987. Mr. Hyll received a BA and an MBA from Baldwin-Wallace College. He has over 26 years of investment experience.
Clifton V. Rowe has served as co-portolio manager of the Loomis Sayles Limited Term Government and Agency Fund since June 2001. Mr. Rowe, Portfolio Manager and Vice President of Loomis Sayles, began his investment career in 1992 and joined Loomis Sayles in 1992. Prior to becoming a Portfolio Manager, he served as a Trader from 1999 until 2001. He holds the designation of Chartered Financial Analyst. Mr. Rowe received a BBA from James Madison University and an MBA from the University of Chicago and has over 17 years of investment experience.