LIPNX

About LIPNX

Loomis Sayles Inflation Protected Securities Fund Class N is a mutual fund specializing in fixed-income investments designed to help investors preserve purchasing power in the face of inflation. Its primary function is to generate a high total investment return through a mix of current income and capital appreciation, focusing predominantly on inflation-protected securities, particularly U.S. Treasury Inflation-Protected Securities (TIPS). The fund typically invests at least 80% of its net assets in these inflation-linked bonds, which adjust principal and interest payments according to changes in the Consumer Price Index, thereby offering a hedge against inflation risk. The portfolio is characterized by a strong weighting toward U.S. government securities, with additional allocations to select corporate and cash equivalents for liquidity and diversification. It maintains a moderate interest rate and credit risk profile, reflecting its focus on high-quality bonds and an effective duration of just under seven years. The fund pays dividends quarterly, offering a yield that reflects both income from holdings and the inflation adjustment integral to its securities. Loomis Sayles Inflation Protected Securities Fund Class N plays a significant role for institutions and investors seeking to enhance portfolio resilience against inflation and add stability through exposure to government-backed assets.