LSGSX Mutual Fund

LSGSX Mutual Fund (Loomis Sayles Inflation Protected Securities Fund Insti Class) is managed by Loomis Sayles Funds with $43.0M in net assets. LSGSX expense ratio is 0.40%, holding 59 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1991-05-20.

LSGSX performance shows a YTD return of 0.06%. The 1-year return is -0.15% and the 5-year return is -0.04%. LSGSX dividend yield stands at 5.02%, paid quarterly.

LSGSX top holdings include Tsy Infl Ix N/B 1.13% 15Oct2030 (20.5%), U.S. Tips 0-7/8% 01/15/29 (15.6%), Treasury (Cpi) Note 1.88% Jul 15, 2035 (13.3%), Tsy Infl Ix N/B 07/32 0.625 (12.0%), U.S. Treasury Inflation Indexed Bonds 0.125%, 04/15/27 (10.6%). Go to all LSGSX holdings, LSGSX sectors, or LSGSX dividends.

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