LTUIX - Thornburg Limited-Term US Govt I

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Thornburg Limited-Term US Govt I (LTUIX)
Expense Ratio: 0.57%
Expected Lifetime Fees: $17,751.17

The Thornburg Limited-Term US Govt I fund (LTUIX) is a Short Government fund started on 7/5/1996 and has $426.30 million in assets under management. The current manager has been running Thornburg Limited-Term US Govt I since 2/23/2007. The fund is rated by Morningstar. This fund does not charge 12b-1 fees.

MarketRiders Prefers The Following ETF

iShares Barclays Short Treasury Bond (SHV)
Expense Ratio: 0.14%
Expected Lifetime Fees: $4,561.33

The iShares Barclays Short Treasury Bond (SHV) is an Exchange Traded Fund. It is a "basket" of securities that index the Short Government investment strategy and is an alternative to a Short Government mutual fund. Fees are very low compared to a comparable mutual fund like Thornburg Limited-Term US Govt I because computers automatically manage the stocks.

The Following Short Government Funds Have Lower Fees Than Thornburg Limited-Term US Govt I (LTUIX). Why are these metrics important?
Mutual Fund Name Ticker Symbol Turnover Assets (M) Annual Fees
American Century Short-Term Govt Instl TWUOX 139.0% 806 0.36%
American Century Short-Term Govt Inv TWUSX 139.0% 806 0.56%
BNY Mellon Short-Term US Govt Secs M MPSUX 143.7% 276 0.52%
DFA Short-Term Government I DFFGX 64.0% 1,500 0.20%
Federated US Govt 1-3 Yr Instl FSGVX 171.0% 449 0.47%
Federated US Govt 1-3 Yr Y FSGTX 171.0% 449 0.30%
Fidelity Instl Shrt-Interm Govt FFXSX 315.0% 503 0.45%
Fidelity Spartan S/T Tr Bd Idx Fid Advt FSBAX 57.0% 780 0.10%
Fidelity Spartan S/T Tr Bd Idx Inv FSBIX 57.0% 780 0.20%
Goldman Sachs Short Dur Govt Instl GSTGX 359.0% 2,100 0.50%
Invesco Limited Maturity Treasury Y LMTYX 138.0% 125 0.47%
JPMorgan Treasury & Agency Select OGTFX 35.0% 370 0.45%
Northern Short-Intermediate US Govt NSIUX 1.0% 287 0.43%
Oppenheimer Limited-Term Government Y OLTYX 87.0% 1,800 0.49%
Vanguard Short-Term Federal Adm VSGDX 411.0% 5,800 0.10%
Vanguard Short-Term Federal Inv VSGBX 411.0% 5,800 0.20%
Vanguard Short-Term Govt Bd Idx Signal VSBSX 69.0% 237 0.14%
Vanguard Short-Term Treasury Adm VFIRX 302.0% 6,400 0.10%
Vanguard Short-Term Treasury Inv VFISX 302.0% 6,400 0.20%
Wells Fargo Advantage Sh Dur Govt Bd I WSGIX 485.0% 1,600 0.43%

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Why Are These Metrics Important?

