View sales charges and important performance information.
 

* Unless otherwise noted.

a Waivers/reimbursements, based on expense limitations, are contractual and are set to expire 01/27/25.
b Waivers/reimbursements, based on expense limitations, are contractual and are set to expire 02/28/24.
c Waivers/reimbursements, based on expense limitations, are contractual and are set to expire 05/31/24.
d Waivers/reimbursements, based on expense limitations, are contractual and are set to expire 03/31/24.
e Waivers/reimbursements, based on expense limitations, are contractual and are set to expire 04/30/24.
f Waivers/reimbursements, based on expense limitations, are contractual and are set to expire 04/30/33.
g Waivers/reimbursements, based on expense limitations, are contractual and are set to expire 04/30/25.
h Waivers/reimbursements, based on expense limitations, are contractual and are set to expire 01/31/25.
i Waivers/reimbursements, based on expense limitations, are contractual and are set to expire 03/31/25.
j Waivers/reimbursements, based on expense limitations, are contractual and are set to expire 04/30/34.

Performance data shown represents past performance and is no guarantee of, and not necessarily indicative of, future results. Total return and value will vary and you may have a gain or loss when shares are sold. Current performance may be lower or higher than quoted. Performance for periods less than one year is cumulative, not annualized. Returns include changes in share price and reinvestment of dividends and capital gains, if any. Performance of Class C shares includes automatic conversion to Class A shares after eight years.

SALES CHARGES

Class A
Maximum sales charge – 5.75% for Alternatives (except Loomis Sayles Strategic Alpha Fund – 4.25%); Multi-Asset; Global Equity; International Equity; US Equity; ESG Investing (except Mirova Global Green Bond Fund – 4.25%); Low-Volatility Equity; Equity-Income. Maximum sales charge – 4.25% for ESG Investing (except Mirova Global Sustainable Equity Fund – 5.75%); Taxable Fixed Income (except Loomis Sayles Senior Floating Rate and Fixed Income Fund – 3.50%, Loomis Sayles Limited Term Government and Agency Fund – 2.25%).

Class C
Maximum contingent deferred sales charge (CDSC) – 1.00% for all Asset Classes

Class N, Y, Retail, Institutional, Investor, Admin and Advisor
No maximum sales charge – other fees and expenses apply.

When shown at NAV, Class A and C share performance does not reflect the deduction of the sales load. If reflected, the load would reduce the performance quoted.

IMPORTANT PERFORMANCE INFORMATION

AEW Global Focused Real Estate Fund Gateway Fund Loomis Sayles Core Plus Bond Fund
Loomis Sayles High Income Fund
Loomis Sayles Intermediate Duration Bond Fund Loomis Sayles Investment Grade Bond Fund Loomis Sayles Limited Term Government and Agency Fund Loomis Sayles Strategic Alpha Fund Loomis Sayles Strategic Income Fund Natixis Oakmark International Fund Before investing, consider the fund’s investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus on our website containing this and other information. Read it carefully.

Natixis Distribution, LLC (fund distributor) and other fund families are affiliated.

Natixis Distribution, LLC is a marketing agent for the Oakmark Funds, a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.

 

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