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Overview

Performance & Distributions

Portfolio

Management

Loomis, Sayles & Company

  Managed the Fund Since Joined the Firm Began Investment Career
chris-harms

Christopher T. Harms

Vice President and Portfolio Manager

Full Bio

2012 2010 1981
clifton-v.-rowe

Clifton V. Rowe, CFA®

Vice President and Portfolio Manager

Full Bio

2005 1992 1992
kurt-l.-wagner

Kurt L. Wagner, CFA®

Vice President and Portfolio Manager

Full Bio

2012 1994 1975

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Effective August 31, 2016, the Fund's Retail Class shares and Institutional Class shares were redesignated as Class A shares and Class Y shares respectively. Accordingly, the returns shown in the table for Class A shares prior to August 31, 2016 are those of Retail Class shares, restated to reflect the sales loads of Class A shares, and the returns in the table for Class Y shares prior to August 31, 2016 are those of Institutional Class shares. Prior to the inception of Retail Class shares (May 28, 2010), performance is that of Institutional Class shares, restated to reflect the higher net expenses and sales loads of Class A shares. Prior to the inception of Class C shares (August 31, 2016), performance is that of Retail Class shares, restated to reflect the higher net expenses and sales loads of Class C shares. The Fund revised its investment strategies on May 28, 2010; performance may have been different had the current investment strategies been in place for all periods shown.

Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.

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