Loomis Sayles Inflation Protected Securities Fund Retail Cl (LIPRX) Research
The fund aims to deliver a substantial total investment return, achieved through a blend of ongoing income and appreciation in asset value. It typically allocates at least 80% of its net assets—including any borrowed capital for investment—to securities designed to protect against inflation. A significant portion of these holdings will be U.S. Treasury Inflation-Protected Securities (TIPS). A key characteristic of TIPS is that their principal value is periodically modified to reflect inflation, and the repayment of the initial bond principal at maturity is guaranteed by the U.S. government.
Market snapshot
- Symbol
- LIPRX
- Price
- $9.68
- Day change
- +0.21%
- Market cap
- $109.5M
- 52-week range
- 9.55-9.89
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Zero Coupon 2025 Fund Investor Class (BTTRX)
- Becker Value Equity Fund Retail Class (BVEFX)
- Fidelity Select FinTech Portfolio (FSVLX)
- iShares iBonds Dec 2035 Term Corporate ETF (IBCA)
- Western Asset Investment Grade Defined Opportunity Trust Inc. (IGI)
- Matthews China Dividend Fund Investor Class (MCDFX)
- AMG Veritas Asia Pacific Fund Class N (MGSEX)
- AMG Veritas Asia Pacific Fund Class I (MSEIX)
Open Loomis Sayles Inflation Protected Securities Fund Retail Cl (LIPRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.