LASYX – Loomis Sayles Strategic Alpha Y Investment Strategy | Morningstar

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Strategy

The investment seeks to provide an attractive absolute total return, complemented by prudent investment management designed to manage risks and protect investor capital; the secondary goal of the fund is to achieve these returns with relatively low volatility. The fund may invest up to 100% of its total assets in below investment grade fixed-income securities and derivatives that have returns related to the returns on below investment grade fixed-income securities. It also may invest up to 50% of its total assets in investments denominated in non-U.S. currencies and related derivatives.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LASYX	Loomis Sayles Strategic Alpha Fund Class Y	Institutional	Open			Dec 15, 2010	$1.01B	0.700%	Below Average	$100,000	$224.04M
LASNX	Loomis Sayles Strategic Alpha Fund Class N	Institutional	Open			May 1, 2017	$115.18M	0.650%	Below Average	$1M	−$6.46M
LABAX	Loomis Sayles Strategic Alpha Fund Class A	Front Load	Open			Dec 15, 2010	$15.97M	0.950%	Low	$2,500	−$5.65M
LABCX	Loomis Sayles Strategic Alpha Fund Class C	Level Load	Open			Dec 15, 2010	$2.00M	1.700%	Low	$2,500	−$495,659.25

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