|One Financial Center , Boston, MA 02111|
|Fund Manager||Team Managed|
The Fundâ€™s investment objective is high total investment return through a combination of current income and capital appreciation.The Fund will invest primarily in below investment-grade fixed-income securities (commonly known as â€œjunk bondsâ€) and other securities that are expected to produce a relatively high level of income (including income-producing preferred stocks and common stocks).Below investment-grade fixed-income securities are rated below investment-grade quality (i.e.,none ofthe three major ratings agencies (Moodyâ€™s Investors Service,Inc.,Fitch Investor Services,Inc.or S&P Global Ratings) haverated the securities in one of their respective top four ratings categories).The Fundâ€™s fixed-income securities investments may include unrated securities (securities that are not rated by a rating agency) if Loomis Sayles determines that the securities are of comparable quality to rated securities that the Fund may purchase.The Fund may invest in fixed-income securities of any maturity.In deciding which securities to buy and sell,Loomis Sayles may consider a number of factors related to the bond issue and the current bond market,including,for example,the stability and volatility of a countryâ€™s bond markets,the financial strength of the issuer,current interest rates,current valuations, Loomis Saylesâ€™ expectations regarding general trends in interest rates and currencyconsiderations. Loomis Sayles will also consider how purchasing or selling a bond would impact the overall portfolioâ€™s risk profile (for example,its sensitivity to currency risk, interest rate risk and sector-specific risk) and potential return (income and capital gains).Three themes typically drive the Fundâ€™s investment approach.First,Loomis Sayles generally seeks fixed-income securities that are attractively valued relative to the Loomis Saylesâ€™ credit research teamâ€™s assessment of credit risk.The broad coverage combined with the objective of identifying attractive investment opportunities makes this an important component ofthe investment approach.Second,the Fund may invest significantly in securities the prices of which Loomis Sayles believesare more sensitive to events related to the underlying issuer than to changes in general interest rates or overall market default rates.These securities may not have a direct correlation with changes in interest rates,thus helping to manage interest rate risk and to offer diversified sources for return.Third,Loomis Sayles analyzes different sectors of the economy and differences in the yields (â€œspreadsâ€) of various fixed-income securities (U.S. governments, investment-grade corporates,securitized assets,high-yield corporates,emerging markets, non-U.S.sovereigns and credits,convertibles,bank loans andmunicipals) in an effort to find securities that it believes may produce attractive returns for the Fund in comparison to their risk.
|Asset Type||% Of Allocation|
|Total Net Assets||393.19 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 05/31/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 05/31/2021|
|Life Of Fund||
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Stocks moving in premarket trading Tuesday include Uber, Johnson & Johnson, U.S. Bancorp, Lennar and Apple.
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