LSGSX – Loomis Sayles Inflation Protected Secs I 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 will normally invest at least 80% of its net assets (plus any borrowings made for investment purposes) in inflation-protected securities. The emphasis will be on debt securities issued by the U.S. Treasury (Treasury Inflation-Protected Securities, or "TIPS"). The principal value of these securities is periodically adjusted according to the rate of inflation, and repayment of the original bond principal upon maturity is guaranteed by the U.S. government.

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
LIPRX	Loomis Sayles Inflation Protected Securities Fund Retail Class	No Load	Open			May 28, 2010	$29.09M	0.650%	Above Average	$2,500	$623,269.85
LSGSX	Loomis Sayles Inflation Protected Securities Fund Class Institutional	Institutional	Open			May 20, 1991	$42.76M	0.400%	Average	$100,000	−$14.12M
LIPNX	Loomis Sayles Inflation Protected Securities Fund Class N	Institutional	Open			Feb 1, 2017	$24.68M	0.350%	Below Average	$1M	$13.97M

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