The Loomis Sayles Global Allocation Fund Class C aims to achieve a high overall investment return by combining growth in asset value with the generation of regular income. Ordinarily, the fund allocates at least 80% of its total assets (including any funds borrowed for investment) to a diversified portfolio of stocks and bonds issued by companies located in both the United States and other countries. The equity portion of its investments can include a variety of instruments such as common and preferred shares, depositary receipts, warrants, and securities that are convertible into common or preferred stock.
