Loomis Sayles Global Allocation Fund Class Y (LSWWX)

This fund endeavors to achieve substantial overall investment returns, generated through both capital appreciation and ongoing income streams. Typically, under normal market conditions, it commits a minimum of 80% of its total net assets—including any borrowed capital used for investment purposes—to a diverse range of stock and bond instruments issued by both domestic and international entities. The equity portion of these holdings can encompass ordinary and preferential shares, depositary receipts, warrants, convertible securities, stakes in real estate investment trusts (REITs) or related property investments, and other financial instruments that resemble equity interests in a company.