LIPRX Mutual Fund

LIPRX Mutual Fund (Loomis Sayles Inflation Protected Securities Fund Retail Cl) is managed by Loomis Sayles Funds with $35.0M in net assets. LIPRX expense ratio is 0.65%, holding 66 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2010-05-28.

LIPRX performance shows a YTD return of 0.17%. The 1-year return is 0.72% and the 5-year return is -0.23%. LIPRX dividend yield stands at 5.03%, paid quarterly.

LIPRX top holdings include Tsy Infl Ix N/B 1.13% 15Oct2030 (20.4%), United States Treasury Inflation Indexed Bonds 0.875 01/15/2029 (15.4%), Treasury (Cpi) Note 1.88% Jul 15, 2035 (13.2%), U.S. Treasury Inflation Indexed Bonds 0.125%, 04/15/27 (11.9%), United 0.625% 07/32 (11.9%). Go to all LIPRX holdings, LIPRX sectors, or LIPRX dividends.

LIPRX can be compared against other funds. Use LIPRX overlap to find shared positions, or LIPRX vs another fund for a side-by-side view. LIPRX alternatives are available via the screener, along with tax-loss harvesting opportunities.