Every atomic assertion extracted from the underlying record, ranked by evidence strength.
Past performance data is not a guarantee of future results for Loomis Sayles mutual funds.
Loomis Sayles offers 23 mutual funds.
Loomis Sayles offers 7 equity mutual funds.
The investment advisor for Core Plus Bond Fund has contractually agreed to waive fees and/or reimburse expenses once the expense limitation is exceeded.
Class A shares have a maximum sales charge of 5.75%.
Loomis Sayles offers 1 multi-asset mutual fund.
Loomis Sayles offers 12 mutual funds with Y share class.
Loomis Sayles offers 1 international mutual fund.
Loomis Sayles offers 5 mutual funds with Retail share class.
Loomis Sayles offers 18 mutual funds with N share class.
The fee waiver arrangement for the Core Plus Bond Fund is set to expire on January 31, 2027.
Monthly performance data for Loomis Sayles mutual funds is available as of April 30, 2026.
The Global Allocation Fund (N share class) has a gross expense ratio of 0.83% and a net expense ratio of 0.83%.
Total return and value of mutual fund shares will vary, and investors may experience a gain or loss upon sale.
Loomis Sayles offers 3 global mutual funds.
Class A and C share performance, when shown at Net Asset Value (NAV), does not reflect sales load deductions.
Mutual fund returns include changes in share price and reinvestment of dividends and capital gains.
Loomis Sayles offers 11 mutual funds with Institutional share class.
Sales loads would reduce the quoted performance of Class A and C shares if reflected.
The Core Plus Bond Fund (N share class) has a gross expense ratio of 0.39% and a net expense ratio of 0.39%.
The Core Plus Bond Fund (Y share class) has a gross expense ratio of 0.49% and a net expense ratio of 0.48%.
Transfer Agent Fee waivers for Growth Fund Class N are contractual and are set to expire January 31, 2027.
The High Income Fund (Y share class) has a gross expense ratio of 1.08% and a net expense ratio of 0.70%.
The Fixed Income Fund (I share class) has a gross expense ratio of 0.62% and a net expense ratio of 0.62%.
The investment advisor for Fixed Income Fund has contractually agreed to waive fees and/or reimburse expenses once the expense limitation is exceeded.
The fee waiver arrangement for the Fixed Income Fund is set to expire on January 31, 2027.
The Income Fund (R share class) has a gross expense ratio of 0.96% and a net expense ratio of 0.89%.
The Global Allocation Fund (Y share class) has a gross expense ratio of 0.91% and a net expense ratio of 0.91%.
The investment advisor for Global Allocation Fund has contractually agreed to waive fees and/or reimburse expenses once the expense limitation is exceeded.
The fee waiver arrangement for the Global Allocation Fund is set to expire on January 31, 2027.
The investment advisor for Global Bond Fund has contractually agreed to waive fees and/or reimburse expenses once the expense limitation is exceeded.
The Global Bond Fund (R share class) has a gross expense ratio of 1.04% and a net expense ratio of 0.92%.
Performance for periods less than one year is cumulative, not annualized.
The Global Bond Fund (I share class) has a gross expense ratio of 0.79% and a net expense ratio of 0.67%.
The fee waiver arrangement for the Global Bond Fund is set to expire on January 31, 2027.
The Global Growth Fund (N share class) has a gross expense ratio of 1.01% and a net expense ratio of 0.90%.
The Global Growth Fund (Y share class) has a gross expense ratio of 1.08% and a net expense ratio of 0.95%.
The investment advisor for Global Growth Fund has contractually agreed to waive fees and/or reimburse expenses once the expense limitation is exceeded.
The fee waiver arrangement for the Global Growth Fund is set to expire on March 31, 2027.
Transfer Agent Fee waivers for Global Growth Fund Class N are contractual and are set to expire March 31, 2027.
The Growth Fund (N share class) has a gross expense ratio of 0.57% and a net expense ratio of 0.56%.
The Growth Fund (Y share class) has a gross expense ratio of 0.66% and a net expense ratio of 0.65%.
The investment advisor for Growth Fund has contractually agreed to waive fees and/or reimburse expenses once the expense limitation is exceeded.
The fee waiver arrangement for the Growth Fund is set to expire on January 31, 2027.
The Global Bond Fund (N share class) has a gross expense ratio of 0.69% and a net expense ratio of 0.62%.
The High Income Fund (N share class) has a gross expense ratio of 1.02% and a net expense ratio of 0.65%.
Current performance of mutual funds may differ from quoted performance.
The investment advisor for High Income Fund has contractually agreed to waive fees and/or reimburse expenses once the expense limitation is exceeded.
The fee waiver arrangement for the High Income Fund is set to expire on April 30, 2027.
The High Income Opportunities Fund (I share class) has a gross expense ratio of 0.00% and a net expense ratio of 0.00%.
The High Income Opportunities Fund does not pay any advisory, administration, or distribution and service fees.
Shares of the High Income Opportunities Fund are offered exclusively to investors in certain wrap fee programs or other institutional advisory clients of Loomis, Sayles & Company that meet criteria determined by Loomis Sayles.
The Income Fund (N share class) has a gross expense ratio of 0.63% and a net expense ratio of 0.59%.
The Income Fund (I share class) has a gross expense ratio of 0.71% and a net expense ratio of 0.64%.
Loomis Sayles offers 2 mutual funds with Admin share class.
The Income Fund (Admin share class) has a gross expense ratio of 1.20% and a net expense ratio of 1.14%.
The investment advisor for Income Fund has contractually agreed to waive fees and/or reimburse expenses once the expense limitation is exceeded.
The fee waiver arrangement for the Income Fund is set to expire on April 30, 2027.
Transfer Agent Fee waivers for Income Fund Class N are contractual and are set to expire April 30, 2027.
Loomis Sayles offers 16 fixed income mutual funds.