Loomis Sayles launched actively managed equity and fixed income mutual funds in 1991 to offer broad access to our institutional expertise.

Joshua Bogen, CFA

Director, Advisory Distribution

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Advisors

Our suite of mutual funds has expanded over time as investor needs have grown and evolved. We offer a comprehensive range of investment objectives and strategies—both fixed income and equity—to help meet the goals of knowledgeable investors.

Registered Investment Advisors

Joshua Bogen, CFA

Director, Advisory Distribution

(617) 960-2072

Contact

Wirehouse & Independent Advisors

Dedicated Investment Consultant

NGAM Distributors L.P.

(800) 862-4863

CARES Act and SECURE Act Information for IRA Holders

Learn more about CARES Act and SECURE Act

Fixed Income Analysts Society Hall of Fame

Chris Gootkind, Co-Director of Credit Research, has been named a 2024 honoree of the Fixed Income Analysts Society’s Hall of Fame.

Insurance Asset Risk Awards 2024 - North America

Insurance Asset Risk names Loomis Sayles emerging markets manager of the year.

Insurance Asset Risk Awards 2023 - North America

Insurance Asset Risk names Loomis Sayles structured debt manager of the year and multi-asset manager of the year.

Insurance Asset Risk Awards 2022 - North Americas

Insurance Asset Risk names Loomis Sayles multi-asset manager of the year.

Pensions & Investments' Influential Women in Institutional Investing

Shannon O'Mara, Co-Director of Credit Research and Founder of the Undergraduate Women’s Investment Network, has been named one of Pensions & Investments’ Influential Women in Institutional Investing.

Vault 2024 Internship Rankings

The Loomis Sayles Undergraduate Summer Internship Development Program has been recognized by Vault as one of the best internships for 2024 – ranking #15 in the financial services industry and #44 overall in the training and mentoring category.

FIASI Hall of Fame

2024: On August 25, 2024, Chris Gootkind, co-director of Credit Research at Loomis, Sayles & Company was announced by the Fixed Income Analysts Society (FIASI) as one of its 2024 Fixed Income "Hall of Fame" honorees. The FIASI Board reviews candidates’ lifetime accomplishments, legacy and community contributions before selecting its honorees. Loomis Sayles did not pay a fee to be considered.

Insurance Asset Risk Awards 2024, 2023, 2022 – North America

2024: On October 9, 2024 Loomis Sayles was named Emerging Markets Manager of the Year at the 2024 Insurance Asset Risk Americas Awards. 2023: On October 11, 2023 Loomis Sayles was named the Structured Debt Manager of the Year and Multi-Asset Manager of the Year at the 2023 Insurance Asset Risk Americas Awards. 2022: On October 11, 2022 Loomis Sayles was named the Multi-Asset Manager of the Year at the 2022 Insurance Asset Risk Americas Awards.Asset managers can submit entries for the categories in which they would like to be considered. The top entries in each category are shortlisted and put through to a larger judging panel who score the entries for a second round of voting to determine the winners. There is one winner in each category. Awards are based on the preceding annual period. Loomis Sayles did not pay a fee to be considered.

Pensions & Investments’ Influential Women in Institutional Investing 2024

2024: On September 12, 2024, Shannon O'Mara, co-director of Credit Research at Loomis, Sayles & Company was recognized by Pensions & Investments as one of its 2024 Influential Women in Institutional Investing. Each nominee was evaluated by members of the 2024 advisory board and an additional judging panel based on their lifetime contributions within their workplace and the industry. Entries were grouped based on years of industry experience for equitable judging. Loomis Sayles did not pay a fee to be considered.

Vault 2024 Internship Ranks

2024: On October 25, 2023, the Loomis Sayles Undergraduate Summer Internship Development Program was recognized by Vault as one of the best internships for 2024 – ranking #15 in the financial services industry. Vault ranking is based on surveyed current and former interns for the summer of 2023. Respondents were asked to rate their internship experiences in six core areas. Loomis Sayles did not pay a fee to be considered.

Annual tax information

Check the background of investment professionals on FINRA's BrokerCheck

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.