About LSGSX
Loomis Sayles Inflation Protected Securities Fund Institutional Class is an open-end mutual fund focused on providing a high total investment return through a combination of current income and capital appreciation. The fund is distinguished by its primary investment in inflation-protected securities, with a particular emphasis on U.S. Treasury Inflation-Protected Securities (TIPS), allocating at least 80% of its assets to these instruments. The value of TIPS is periodically adjusted based on changes in the Consumer Price Index, offering direct protection against inflation by maintaining the real value of both principal and interest payments.
In addition to its core TIPS holdings, the fund may allocate a portion of its assets to other fixed income securities, such as nominal U.S. Treasury bonds, corporate bonds, asset-backed, and mortgage-related securities, as well as limited exposure to lower-rated bonds for diversification and potentially enhanced yield. The fund’s portfolio management seeks to benefit from changing inflation expectations and can include select non-U.S. securities to further diversify risk. Due to its inflation-hedging focus, the fund plays a significant role for institutional investors seeking to preserve purchasing power in portfolios sensitive to inflation risk, while also pursuing total return through active management of duration and sector allocation.
Fund Family Loomis Sayles Funds
Category Inflation-Protected Bond
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LSGSX
Share Class Institutional Class
Index Bloomberg U.S. TIPS TR
LSGSX had a total return of 7.02% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.20%.
