Loomis Sayles Limited Term Government And Agency Fund (NEFLX) belongs to the Government Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NEFLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NEFLX
NEFLX charges 0.69% annually. There are 73 mutual funds in the Government Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01% | — | Mar 2009 | NEFLX vs GUSTX | |
| Fidelity SAI Long-Term Treasury Bond Index Fund | 0.03% | — | Oct 2015 | NEFLX vs FBLTX | |
| Fidelity Long-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | NEFLX vs FNBGX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | NEFLX vs FUMBX | |
| Fidelity Intermediate Treasury Bond Index Fund | 0.03% | — | Dec 2005 | NEFLX vs FUAMX |
Best Risk-Adjusted Alternatives to NEFLX
NEFLX has a PortfoliosLab risk / return rank of 67. There are 13 mutual funds in the Government Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 99 | — | Dec 1985 | NEFLX vs FEUGX | |
| DFA Short-Term Government Portfolio | 99 | 1.81B | May 1987 | NEFLX vs DFFGX | |
| GMO U.S. Treasury Fund | 99 | — | Mar 2009 | NEFLX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 94 | — | Aug 2010 | NEFLX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 93 | 33.80B | Dec 2009 | NEFLX vs VSBSX |
Top Performing NEFLX Alternatives (YTD)
NEFLX is at 0.36% YTD. There are 16 mutual funds in the Government Bonds category with higher YTD returns, going as high as 1.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 1.94% | — | Dec 1985 | NEFLX vs FEUGX | |
| DFA Short-Term Government Portfolio | 1.79% | 1.81B | May 1987 | NEFLX vs DFFGX | |
| Integrity Short Term Government Fund | 1.60% | — | Jun 2011 | NEFLX vs MDSIX | |
| GMO U.S. Treasury Fund | 1.59% | — | Mar 2009 | NEFLX vs GUSTX | |
| Davis Government Bond Fund | 1.14% | — | Nov 1994 | NEFLX vs RFBAX |
Lowest Volatility Alternatives to NEFLX
NEFLX has 1.97% 1-year volatility. There are 12 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 0.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Government Portfolio | 0.81% | 1.81B | May 1987 | NEFLX vs DFFGX | |
| GMO U.S. Treasury Fund | 1.27% | — | Mar 2009 | NEFLX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.30% | 33.80B | Dec 2009 | NEFLX vs VSBSX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.30% | — | Aug 2010 | NEFLX vs VSBIX | |
| Federated Hermes Adjustable Rate Fund | 1.37% | — | Dec 1985 | NEFLX vs FEUGX |
Lowest Drawdown Alternatives to NEFLX
NEFLX has a 1-year max drawdown of -1.19%. There are 9 mutual funds in the Government Bonds category with shallower 1-year drawdowns, going as shallow as -0.20%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.20% | — | Mar 2009 | NEFLX vs GUSTX | |
| DFA Short-Term Government Portfolio | -0.30% | 1.81B | May 1987 | NEFLX vs DFFGX | |
| Federated Hermes Adjustable Rate Fund | -0.32% | — | Dec 1985 | NEFLX vs FEUGX | |
| Davis Government Bond Fund | -0.77% | — | Nov 1994 | NEFLX vs RFBAX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | -0.81% | — | Aug 2010 | NEFLX vs VSBIX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, LGRRX, GAFYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 4 | -6.38% | — | May 1991 | NEFLX vs LSGRX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 3 | -6.55% | — | Feb 2013 | NEFLX vs LGRRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 74 | 10.26% | — | Sep 2008 | NEFLX vs GAFYX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market, Investment Grade Bonds | 12 | -0.64% | — | Dec 1996 | NEFLX vs LSIIX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 19 | -0.90% | — | Nov 1973 | NEFLX vs NEFRX | |
| Gateway Fund | Options Trading | 62 | 3.94% | — | Dec 1977 | NEFLX vs GATEX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 16 | 1.17% | — | Mar 2016 | NEFLX vs ESGYX | |
| Gateway Equity Call Premium Fund | Options Trading | 80 | 5.97% | — | Sep 2014 | NEFLX vs GCPYX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 15 | 0.61% | — | Jul 1994 | NEFLX vs NEFSX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 44 | 6.49% | — | May 1931 | NEFLX vs NEFOX |
Often Compared With NEFLX
Investors most often compare NEFLX with QQQ, LTUSX, THOPX. These 19 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare NEFLX with Any Fund or Stock
Compare NEFLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NEFLX with funds that move differently
Loomis Sayles Limited Term Government And Agency Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NEFLX.
Explore NEFLX Diversifiers