Mutual Funds

 

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 of the Fund are subject to a $1,000,000 initial investment minimum. There is no initial investmentminimum for certain retirement plans and funds of funds that are distributed by Natixis Distribution, L.P. (the “Distributor”).

For more information about other share classes, please click here.