• Loomis Sayles Core Plus Bond is a benchmark-aware strategy that seeks to add return in stable-to improving risk markets and preserve principal during adverse markets.
  • Tactical allocation allows the team to take advantage of changing market environments.
  • View of the overall global credit cycle helps to determine a balance between the goals of return maximization and capital preservation and, accordingly, how to position the portfolio relative to the benchmark (up or down in quality, liquidity and price transparency).
  • Relative and absolute risks are monitored continuously, and the team’s ability to position similar to or away from the benchmark is central to risk management efforts.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit or call 800-225-5478 for a prospectus or a summary prospectus containing this and other information. Read it carefully.


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