Investment Test Drive

NECLX Loomis Sayles Ltd Term Govt and Agency C

12 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund NECLX Loomis Sayles Ltd Term Govt and Agency C FSBAX Fidelity® Short-Term Treasury Bd Idx Prm VSBSX Vanguard Short-Term Govt Bd Idx Admiral  
100% 92% 92%
Annual Fees
(1.53% Exp. Ratio)
(0.09% Exp. Ratio)
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.80% annual return
$10,740.24 $16,602.16 $16,552.38
Est. savings over 30 yrs +$5,861.92 +$5,812.14
As of 9/30/16
1 YR RETURN 0.18%
3 YR 0.46%
5 YR 0.59%
10 YR 2.43%
1 YR RETURN 1.39%
3 YR 1.30%
5 YR 0.99%
10 YR 2.86%
1 YR RETURN 0.78%
3 YR 0.77%
5 YR 0.61%
10 YR --
The investment seeks high current return consistent with preservation of capital. The fund normally invests at least 80% of its net assets (plus any borrowings made for investment purposes) 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, asset-backed securities and mortgage-related securities including mortgage dollar rolls.
The investment seeks a high level of current income in a manner consistent with preservation of capital. The fund normally invests at least 80% of assets in securities included in the Barclays® U.S. 1-5 Year Treasury Bond Index. It normally maintains a dollar-weighted average maturity of three years or less. The fund uses statistical sampling techniques based on duration, maturity, interest rate sensitivity, security structure, and credit quality to attempt to replicate the returns of the Barclays® U.S. 1-5 Year Treasury Bond Index using a smaller number of securities.
The investment seeks to track the performance of a market-weighted government bond index with a short-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. 1-3 Year Government Float Adjusted Index. This index includes fixed income securities issued by the U.S. Treasury and U.S. government agencies and instrumentalities, as well as corporate or dollar-denominated foreign debt guaranteed by the U.S. government, all with maturities between 1 and 3 years. At least 80% of the fund's assets will be invested in bonds included in the index.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!