LSFIX – Loomis Sayles Fixed Income Investment Strategy | Morningstar

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Strategy

The investment seeks high total investment return through a combination of current income and capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities. It may invest up to 35% of its assets in below investment-grade fixed-income securities and up to 20% of its assets in equity securities, such as common stocks and preferred stocks.

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
LSFIX	Loomis Sayles Fixed Income Fund	Institutional	Open			Jan 17, 1995	$461.80M	0.620%	Below Average	$3M	$13.02M

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