An active research-driven approach to fixed income can help investors keep pace with markets in motion. Actively managed fixed income strategies with the flexibility to find value across sectors, or tactically allocate to different sectors for added return potential, may be helpful as interest rates and volatility rise.

Loomis, Sayles & Company’s high-conviction investment approach has been helping investors pursue their goals through all types of markets since 1926. As active, multi-style bond managers, the firm offers a wide spectrum of funds that can help investors pursue a variety of short-term, medium-term, and long-term goals, including current income and capital appreciation. All funds are supported by Loomis Sayles’ renowned global research platform.

Fund Spectrum

 
as of 3/31/2019
  Fund Name Overall
Rating
Ticker Morningstar Category Fund Objectives Credit Quality

Short-Term Needs

Limited Term Government and Agency Fund data loading... NELYX Short Government High current return consistent with preservation of capital
 
Natixis Loomis Sayles Short Duration Income ETF data loading... LSST Short-Term Bond Current income consistent with preservation of capital
 

Mid-Term Objectives

Intermediate Duration Bond Fund data loading... LSDIX Intermediate-Term Bond Above-average total return through a combination of current income and capital appreciation
 
Core Plus Bond Fund data loading... NERYX Intermediate-Term Bond High total investment return through a combination of current income and capital appreciation
 
Strategic Alpha Fund data loading... LASYX Nontraditional Bond Uncorrelated, positive total return through market cycles
 
Global Bond Fund data loading... LSGBX World Bond Seeks high total investment return through a combination of high current income and capital appreciation
 
Long-Term Goals Investment Grade Bond Fund data loading... LSIIX Intermediate-Term Bond High total investment return through a combination of current income and capital appreciation
 
Bond Fund data loading... LSBDX Multisector Bond Seeks high total investment return through a combination of current income and capital appreciation
 
Strategic Income Fund data loading... NEZYX Multisector Bond Seeks high current income with a secondary objective of capital growth
 
Senior Floating Rate and Fixed Income Fund data loading... LSFYX Bank Loan High level of current income
 
High Income Fund data loading... NEHYX High Yield Bond Seeks high current income plus the opportunity for capital appreciation to produce a high total return
 
Cash & Equivalents
Below Baa/Not Rated
Other Inv Grade
Aaa
US Treasury

Short-Term Needs


Overall Rating

data loading...

Ticker

NELYX

Morningstar Category

Short Government

Fund Objectives

High current return consistent with preservation of capital

Credit
Quality

  • US Treasury
  • Aaa
  • Other Inv Grade
  • Below Baa/
    Not Rated
  • Cash & Equivalents

Overall Rating

data loading...

Ticker

LSST

Morningstar Category

Short-Term Bond

Fund Objectives

Current income consistent with preservation of capital

Credit
Quality

  • US Treasury
  • Aaa
  • Other Inv Grade
  • Below Baa/
    Not Rated
  • Cash & Equivalents

Mid-Term Objectives


Overall Rating

data loading...

Ticker

LSDIX

Morningstar Category

Intermediate-Term Bond

Fund Objectives

Above-average total return through a combination
of current income and capital appreciation

Credit
Quality

  • US Treasury
  • Aaa
  • Other Inv Grade
  • Below Baa/
    Not Rated
  • Cash & Equivalents

Overall Rating

data loading...

Ticker

NERYX

Morningstar Category

Intermediate-Term Bond

Fund Objectives

High total investment return through a combination of current income and capital appreciation

Credit
Quality

  • US Treasury
  • Aaa
  • Other Inv Grade
  • Below Baa/
    Not Rated
  • Cash & Equivalents

Overall Rating

data loading...

Ticker

LASYX

Morningstar Category

Nontraditional Bond

Fund Objectives

Uncorrelated, positive total return through market cycles

Credit
Quality

  • US Treasury
  • Aaa
  • Other Inv Grade
  • Below Baa/
    Not Rated
  • Cash & Equivalents

Overall Rating

data loading...

Ticker

LSGBX

Morningstar Category

World Bond

Fund Objectives

Seeks high total investment return through a combination of high current income and capital appreciation

Credit
Quality

  • US Treasury
  • Aaa
  • Other Inv Grade
  • Below Baa/
    Not Rated
  • Cash & Equivalents

Long-Term Goals


Overall Rating

data loading...

Ticker

LSIIX

Morningstar Category

Intermediate-Term Bond

Fund Objectives

High total investment return through a combination of current income and capital appreciation

Credit
Quality

  • US Treasury
  • Aaa
  • Other Inv Grade
  • Below Baa/
    Not Rated
  • Cash & Equivalents

Overall Rating

data loading...

Ticker

LSBDX

Morningstar Category

Multisector Bond

Fund Objectives

Seeks high total investment return through a combination of current income and capital appreciation

Credit
Quality

  • US Treasury
  • Aaa
  • Other Inv Grade
  • Below Baa/
    Not Rated
  • Cash & Equivalents

Overall Rating

data loading...

Ticker

NEZYX

Morningstar Category

Multisector Bond

Fund Objectives

Seeks high current income with a secondary objective of capital growth

Credit
Quality

  • US Treasury
  • Aaa
  • Other Inv Grade
  • Below Baa/
    Not Rated
  • Cash & Equivalents

Overall Rating

data loading...

Ticker

LSFYX

Morningstar Category

Bank Loan

Fund Objectives

High level of current income

Credit
Quality

  • US Treasury
  • Aaa
  • Other Inv Grade
  • Below Baa/
    Not Rated
  • Cash & Equivalents

Overall Rating

data loading...

Ticker

NEHYX

Morningstar Category

High Yield Bond

Fund Objectives

Seeks high current income plus the opportunity for capital appreciation to produce a high total return

Credit
Quality

  • US Treasury
  • Aaa
  • Other Inv Grade
  • Below Baa/
    Not Rated
  • Cash & Equivalents

Performance data shown represents past performance and is no guarantee of, and not necessarily indicative of, future results.

Overall rating derived from weighted average of the 3-, 5- and 10-year (if applicable) Morningstar Rating metrics; other ratings based on risk-adjusted returns as of March 31, 2019.

Credit Quality reflects the highest credit rating assigned to individual holdings of the fund among Moody's, S&P or Fitch; ratings are subject to change. The Fund's shares are not rated by any rating agency and no credit rating for Fund shares is implied. Bond credit ratings are measured on a scale that generally ranges from AAA (highest) to D (lowest).

The following Loomis Sayles funds are rated against the following numbers of US-domiciled Morningstar categories over the following time periods, as of 3/31/2019

Fund Name Ticker Overall Rating 3-Year Rating 5-Year Rating 10-Year Rating
Loomis Sayles Limited Term Government and Agency Fund NELYX 5stars
out of 102
4stars
out of 102
4stars
out of 98
5stars
out of 72
Natixis Loomis Sayles Short Duration Income ETF LSST N/A N/A N/A N/A
Loomis Sayles Intermediate Duration Bond Fund LSDIX 3stars
out of 901
3stars
out of 901
3stars
out of 769
3stars
out of 564
Loomis Sayles Core Plus Bond Fund NERYX 4stars
out of 901
5stars
out of 901
3stars
out of 769
5stars
out of 564
Loomis Sayles Strategic Alpha Fund LASYX 4stars
out of 278
3stars
out of 278
4stars
out of 187

N/A
Loomis Sayles Global Bond Fund LSGLX 3stars
out of 257
3stars
out of 257
3stars
out of 239
3stars
out of 145
Loomis Sayles Investment Grade Bond Fund LSIIX 4stars
out of 901
5stars
out of 901
3stars
out of 769
5stars
out of 564
Loomis Sayles Bond Fund LSBRX 3stars
out of 291
3stars
out of 291
2stars
out of 225
4stars
out of 131
Loomis Sayles Strategic Income Fund NEZYX 4stars
out of 291
4stars
out of 291
2stars
out of 225
5stars
out of 131
Loomis Sayles Senior Floating Rate and Fixed Income Fund LSFYIX 5stars
out of 215
5stars
out of 215
5stars
out of 196
N/A
Loomis Sayles High Income Fund NEHYX 4stars
out of 610
4stars
out of 610
4stars
out of 519
3stars
out of 332

Loomis Sayles Limited Term Government and Agency Fund

Natixis Loomis Sayles Short Duration Income ETF

Loomis Sayles Intermediate Duration Bond Fund

Loomis Sayles Core Plus Bond fund

Loomis Sayles Strategic Alpha Fund

Loomis Sayles Global Bond Fund

Loomis Sayles Investment Grade Bond Fund

Loomis Sayles Bond Fund

Loomis Sayles Strategic Income Fund

Loomis Sayles Senior Floating Rate and Fixed Income Fund

Loomis Sayles High Income Fund


Loomis Sayles Research

Loomis Sayles fund managers use an active, high-conviction approach, supported by the firm’s deep research capabilities. In fact, 75% of investment professionals at Loomis Sayles are dedicated to research and trading, and $99 million was committed to proprietary research in 2018.

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Awards

Loomis, Sayles & Company has a history of award-winning performance and management. Recent awards include:

Lipper Fixed Income Fund Family of the Year (2010 and 2011)

Lipper Fund Classification Award:

  • Loomis Sayles Limited Term Gov’t and Agency Fund, Class Y (2019)
    Recognized in the Short-Intermediate US Government Funds category for the 10-year period 1,2

Foundation & Endowment Money Management
Bond Manager of the Year (2012)

Global Investor Investment Excellence Awards
American Fixed Income Manger of the Year (2012)

Institutional Investor Lifetime Achievement Award (2012)
Dan Fuss, Portfolio Manager