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.

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.

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.

Loomis Sayles Growth Fund Earns Gold Morningstar Analyst Rating

The Loomis Sayles Growth Fund is honored to receive Gold from Morningstar. Learn more:

Insurance Asset Risk Awards 2022 - North Americas

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

Financial Advisor IQ

Financial Advisor IQ awarded Loomis Sayles with multiple medals in recognition of valuable service to financial advisors.

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.

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.