Loomis, Sayles & Company
|Managed the Fund Since||Joined the Firm||Began Investment Career|
Low-volatility diversified stock fund using an actively managed portfolio of written index call options and purchased index put options to reduce risk.
Opportunistic, value-oriented fixed income portfolio actively managed by Elaine Stokes, Matt Eagan and Brian Kennedy.
Core large blend US equity value fund actively managed by veterans Bill Nygren and Kevin Grant since 2000.
An actively managed international growth fund built on a strong bottom-up fundamental research framework.
- Municipal Securities Risk:
- Municipal markets may be volatile and can be significantly affected by adverse tax, legislative or political changes and the financial condition of the issuers of municipal securities.
- Fixed Income Securities Risk:
- Fixed income securities may carry one or more of the following risks: credit, interest rate (as interest rates rise bond prices usually fall), inflation and liquidity.
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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