LSTB – Natixis Loomis Sayles Total Return BdETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks high total investment return through a combination of current income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities (for example, bonds and other investments that Loomis, Sayles & Company, L.P. (“Loomis Sayles” or the “Subadviser”) believes have similar economic characteristics, such as notes, debentures and loans).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LSTB	Natixis Loomis Sayles Total Return Bond ETF	ETF	Open	—	—	Jun 23, 2026	$51.15M	0.390%	—	—	—

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