Loomis, Sayles & Company

Benchmark-agnostic multisector fund, actively managed by the Loomis Full Discretion Team.

Benchmark-aware, relative return fixed income fund that combines traditional government securities with sectors outside the benchmark to pursue alpha.

Actively managed “go anywhere” strategy complements traditional bond funds. Managers have flexibility to seek out best values worldwide. Founded 1995.

A flexible asset allocation fund managed by a veteran team that searches for the best values in the global equity and fixed income markets.

A primarily investment grade fund that invests globally across government, corporate and asset-backed securities as well as currencies.

High-conviction world stock fund run by Aziz Hamzaogullari. Focuses only on companies believed to have long-term secular growth and sustainable business models.

High-conviction US stock fund run by Aziz Hamzaogullari. Focuses only on companies believed to have long-term secular growth and sustainable business models.

Actively managed high yield bond fund that pursues competitive income from lower-credit-quality bonds.

Actively managed TIPS fund to help hedge against inflation, with the flexibility to invest in high yield corporate and other securities to add diversification and yield potential.

Full discretion, global high yield bond fund, actively managed by the Loomis Full Discretion Team. Founded 1996.

Intermediate-term investment grade fund that pursues strong returns from all major fixed income sectors while seeking to mitigate interest rate risk.

High conviction international stock fund run by Aziz Hamzaogullari and his growth equity team. Focuses only on high-quality companies believed to have long-term secular growth and sustainable business models that are trading at a significant discount to intrinsic value.

Opportunistic, value-oriented fixed income portfolio actively managed by the Loomis Full Discretion Team.

Pursues total return from a “go anywhere” portfolio that allows veteran management team to seek out the best values in fixed income markets worldwide.

Actively managed since inception in 1989, pursuing total return from a conservative, high-quality, shorter-duration portfolio of fixed income securities.

Flexible floating rate loan allocation to help mitigate interest rate risk and provide diversification as bank loans typically have low correlation to traditional fixed income and equity markets.

Lower-volatility approach for investing in high-growth small-cap US companies. Managers use a proprietary growth screen, fundamental analysis and a stop-loss trigger.

Small cap equity strategy that seeks to uncover higher quality businesses trading at a discount to intrinsic value using rigorous fundamental research.

Lower-volatility way to invest in high-growth, small and mid-cap US companies. Managers use a proprietary growth screen fundamental analysis and a stop-loss trigger.

Built on a flexible framework, the fund invests across global fixed income markets and seeks to provide consistent risk-adjusted investment results throughout market cycles.

Benchmark-agnostic multisector fund, actively managed by the Full Discretion team.

High-conviction US stock ETF run by Aziz Hamzaogullari. Focuses on companies believed to have sustainable competitive advantages, difficult to replicate business models, and sustainable and profitable growth when they trade at a significant discount to intrinsic value.

Actively managed short-term bond ETF which leverages Loomis Sayles credit and securitized research and seeks current income consistent with the preservation of capital.

Actively managed core US equity fund that combines the expertise of Bill Nygren of Harris Associates and Aziz Hamzaogullari of Loomis Sayles.