Loomis Sayles Inflation Protected Secs I
399 Boylston Street 12th Floor Boston MA 02116
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Phone: 800-633-3330
| Category: | Inflation-Protected Bond | | Fund Family: | Loomis Sayles Funds | | Net Assets: | 13.69M | | Year-to-Date Return: | 11.74% | | Yield: | 0.98% | | Morningstar Rating: |  | | Fund Inception Date: | 21-May-91 |
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Clifton V. Rowe
Lead Manager since
06-Jan-03 | | | Rowe has been a portfolio manager with Loomis Sayles since June 2000. Rowe, vice president and portfolio manager of the Fixed Income Group, began his investment career and joined Loomis Sayles in 1992. During his tenure he has held the roles of portfolio assistant, research analyst, mortgage trader and portfolio manager. Rowe has over 13 years of investment experience. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $100,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks high total return through a combination of current income and capital appreciation. The fund normally invests at least 80% of assets in inflation-protected securities, with an emphasis on debt securities issued by the U.S. Treasury(TIPS). It may invest in debt securities issued by other U.S. Government agencies, by corporations and foreign governments, and by foreign issuers. The fund may invest in fixed-income securities of any maturity and engage in futures transactions and foreign currency hedging. |
| Last Dividend
(18-Sep-09):
| 0.06 | | Last Cap Gain
(16-Dec-05):
| 0.05 | | Annual Holdings Turnover
| 22.00% | | Average for Category:
| 224.95% |
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| Expense | LSGSX | Category
Avg | | Total Expense Ratio: | 0.40%
| 0.85% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 4.09% | | Max Deferred Sales Load: | %
| 2.30% | | 3 Yr Expense Projection*: |
$ 248 | $411 | | 5 Yr Expense Projection*: |
$ 472 | $662 | | 10 Yr Expense Projection*: |
$ 1,116 | $1,341 |
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