Mutual Funds

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How To Invest

Loomis Sayles offers funds directly to shareholders through Loomis Sayles, Natixis Funds, or your Financial Advisor.

Frequently Asked Questions

How can I obtain an application, prospectus, fact sheet, or other fund information?

You may download and print a prospectus, application, or factsheet, or request literature by mail.

What share classes are currently offered by each Fund?

  • Class-I (Institutional). Institutional Class shares are available through Loomis Sayles with a minimum initial investment of $100,000 or higher.Institutional shares of certain funds may be available at lower minimums through major fund marketplaces.
  • Retail. Retail Class shares are available through Loomis Sayles with a minimum initial investment of $2,500. Retail shares can also be purchased through major fund marketplaces.
  • Admin. Admin class shares are available through Loomis Sayles for 401(k) plans only.
  • Class-Y. Class Y shares are available through Loomis Sayles to institutional investors with a minimum initial investment of $100,000, to clients of registered investment advisors that utilize institutional trading platforms approved by the Funds, and to investors in wrap-fee programs or employee benefit plans approved by the Funds.
  • Class-N. Class N shares are available through Loomis Sayles to employer-sponsored retirement plans with no minimum initial investment. Class N is the lowest priced share class offered by Loomis Sayles.

For more information about other share classes, please click