Leveraging our institutional heritage, we focus exclusively on investment management at Loomis Sayles.
We offer a comprehensive range of investment objectives and strategies—both fixed income and equity—to help meet the goals of demanding investors. Loomis Sayles Funds are available via direct purchase or through the major funds supermarkets, investment professionals and 401(k) programs.
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Alternative Strategies | Multi-Asset
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Attribution reports for select mutual funds are available on individual fund pages. Attribution reports with additional related information and/or for other historical time periods for these and certain other funds are available upon request.
Equity Market Review & OutlookRichard Skaggs
Bond Market Review & OutlookCraig BurelleJim Balfour
Third Quarter Macro InsightsRick Harrell
Don't Panic: Putting Market Turbulence in ContextTom Fahey
Mid-Year Investment OutlookLoomis Sayles Investment Experts
What’s Up With Oil: 2015 OutlookEileen RileyTom Fahey
Interest Rates & Monetary Policy: 2015 OutlookEileen RileyTom Fahey
Top Five Macro Themes for 2015Rick Harrell
Multi Asset Income Fund: Tactical Global Income OpportunitiesKevin KearnsMaura MurphyTom Fahey
A Conversation with Co-Managers of the Disciplined Alpha PortfoliosLynne RoyerWilliam Stevens
The Upside to Low Liquidity Bond MarketsMultisector Full Discretion Team
Research Critical in Finding Global OpportunitiesEileen RileyLee Rosenbaum
Bank Loans: Looking Beyond Interest Rate ExpectationsBank Loan Team
Team ApproachFull Discretion Team
Understanding Our Large Cap Growth StrategyAziz Hamzaogullari
China: Have We Reached Bottom Yet?Joseph Taylor
Crumbling BRICsBianca TaylorJoseph Taylor
Of Cabbages and Steel: China's Convergence TradeJoseph Taylor
Bright Ideas: 2015 OutlookEileen RileyTom Fahey
Danger Zones: 2015 OutlookEileen RileyTom Fahey
6th Annual US Investment Management AwardsInstitutional Investor Magazine
Ltd Term Govt & Agency Fund top performer over 3- and 5-year periods;
Core Plus Bond Fund top performer over 10-year period;
Institutional High Income Fund top performer over 3-year period
Lipper award eligibility is based on risk-adjusted performance of US registered funds within their respective Lipper classification. Funds must have at least 36 months performance history as of the end of the respective evaluation year. Lipper fund award winners for each 3-, 5-, and 10-year period are based on all eligible share classes; the award is given to the share class with the highest Lipper Leader for Consistent Return (Effective Return) value within its eligible classification. The Loomis Sayles Limited Term Government & Agency Fund received a trophy for top performance over 3- and 5-years in the Short-Intermediate US Government Funds category (10 total funds in the 3-year period and 10 total funds in the 5-year period). The Loomis Sayles Core Plus Bond Fund won a certificate for top performance over the 10-year period in the Core Plus Bond Funds category (28 total funds in the 10-year period).The Loomis Sayles Institutional High Income Fund won for top performance over the 3-year period in the High Yield Funds category (134 total funds in the 3-year period). Past performance is no guarantee of future results.
Lipper award eligibility is based on risk-adjusted performance of US registered funds within their respective Lipper classification. Funds must have at least 36 months performance history as of the end of the respective evaluation year. Lipper fund award winners for each 3-, 5-, and 10-year period are based on all eligible share classes; the award is given to the share class with the highest Lipper Leader for Consistent Return (Effective Return) value within its eligible classification.
Excellence in Fund Management Award
Award qualifications based on risk-adjusted returns and the asset manager must have been top-rated by Lipper’s research analyst and served a minimum of five years at a fund.
Past performance does not guarantee future results.
Morningstar Awards Nominee 2013©
Morningstar, Inc. All Rights Reserved. Matt Eagan, Dan Fuss and Elaine Stokes, Loomis Sayles Bond Fund (LSBRX) nominated for 2013 Morningstar U.S. Fixed-Income Fund Manager of the Year.
Established in 1988, the Morningstar Fund Manager of the Year award recognizes portfolio managers who demonstrate excellent investment skill and the courage to differ from the consensus to benefit investors. To qualify for the award, managers’ funds must have not only posted impressive returns for the year, but the managers also must have a record of delivering outstanding long-term risk-adjusted performance and of aligning their interests with shareholders’. Nominated funds must be Morningstar Medalists—a fund that has garnered a Morningstar Analyst Rating of Gold, Silver, or Bronze. The Fund Manager of the Year award winners are chosen based on Morningstar’s proprietary research and in-depth qualitative evaluation by its fund analysts.
Past performance does not guarantee future results.
Loomis, Sayles & Company, L.P. | One Financial Center, Boston, MA 02111