LSIOX – Loomis Sayles High Income Opps Instl Investment Strategy | Morningstar

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Strategy

The investment seeks high current income; capital appreciation is a secondary objective. Under normal market conditions, the fund will invest substantially all of its assets, and may invest up to 100% of its assets, in high income securities ("High-Income Securities"). High-Income Securities are fixed-income securities that Loomis Sayles believes have the potential to generate relatively high levels of current income. It may invest approximately 20% of its assets in investment-grade fixed-income securities. The fund may invest a portion of its assets in senior floating-rate loans made to U.S. and foreign borrowers.

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
LSIOX	Loomis Sayles High Income Opportunities Fund Institutional Class	Institutional	Open		—	Apr 12, 2004	$312.38M	0.000%	Low	$0	$20.34M

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