Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, sustainable returns for clients.
LSBDX
Loomis Sayles Bond Fund
Benchmark-agnostic multisector fund, actively managed by the Loomis Full Discretion Team.
LSFIX
Loomis Sayles Fixed Income Fund
Actively managed “go anywhere” strategy complements traditional bond funds. Managers have flexibility to seek out best values worldwide. Founded 1995.
LSGBX
Loomis Sayles Global Bond Fund
A primarily investment grade fund that invests globally across government, corporate and asset-backed securities as well as currencies.
LSGSX
Loomis Sayles Inflation Protected Securities Fund
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.
LSHIX
Loomis Sayles Institutional High Income Fund
Full discretion, global high yield bond fund, actively managed by the Loomis Full Discretion Team. Founded 1996.
LSIGX
Loomis Sayles Investment Grade Fixed Income Fund
Pursues total return from a “go anywhere” portfolio that allows veteran management team to seek out the best values in fixed income markets worldwide.
LSSIX
Loomis Sayles Small Cap Growth Fund
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.
LSSCX
Loomis Sayles Small Cap Value Fund
Small cap equity strategy that seeks to uncover higher quality businesses trading at a discount to intrinsic value using rigorous fundamental research.
LSMIX
Loomis Sayles Small/Mid Cap Growth Fund
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.
Board of Trustees
These Funds are governed by a board of trustees, which is responsible for generally overseeing the conduct of fund business and for protecting the interests of shareholders. The trustees meet periodically throughout the year to oversee the funds' activities, review contractual arrangements with companies that provide services to the funds, and review the funds' performance.
Kevin Charleston
Chief Executive Officer and President
Loomis, Sayles & Company
Ted J. English
Executive Chairman
Bob's Discount Furniture
Richard A. Goglia
Former Vice President and Treasurer
Raytheon Company
Marty Meehan
President
University of Massachusetts
Maureen Mitchell
Former President, Global Sales and Marketing
GE Asset Management, Inc.
James P. Palermo
Breton Capital Management
Erik R. Sirri, PhD
Former Professor of Finance
Babson College
Peter J. Smail
Former Financial Services Senior Executive
Fidelity Investments
Kirk A. Sykes
Managing Director
Accordia Partners, LLC
Cynthia L. Walker
Former Deputy Dean for Finance and Administration
Yale University School of Medicine
Fund exchanges
Each fund has its own share class with different rights and attributes. Please refer to the prospectus for more detail.
You may also contact us at 800-633-3330 Monday-Friday 8 a.m. to 6 p.m. as we are happy to provide additional assistance as you contemplate a fund exchange(s).
More information
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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