LOOMIS SAYLES FUNDS
Supplement dated September 18, 2015 to the Summary Prospectuses and Prospectuses, dated February 1, 2015, as may be revised or supplemented from time to time, for the following funds:
Loomis Sayles Bond Fund | Loomis Sayles Global Bond Fund | |
Loomis Sayles Small Cap Growth Fund | Loomis Sayles Small Cap Value Fund |
LOOMIS SAYLES GLOBAL BOND FUND
LOOMIS SAYLES SMALL CAP GROWTH FUND
Effective November 2, 2015, the investment minimum table within the Purchase and Sale of Fund Shares section is amended and restated as follows for Class N shares:
Minimum Initial Investment |
Minimum Subsequent Investment | |||
Class N | ||||
Any account other than those listed below | $1,000,000 | No Minimum | ||
Employer-sponsored retirement plans held in an omnibus fashion and fund of funds that are distributed by NGAM Distribution, L.P. | No Minimum | No Minimum |
Effective November 2, 2015, the second paragraph within the Purchase and Sale of Fund Shares section is deleted.
LOOMIS SAYLES BOND FUND
LOOMIS SAYLES SMALL CAP VALUE FUND
Effective November 2, 2015, the investment minimum table within the Purchase and Sale of Fund Shares section is amended and restated as follows for Class N shares:
Minimum Initial Investment |
Minimum Subsequent Investment | |||
Class N | ||||
Any account other than those listed below | $1,000,000 | No Minimum | ||
Employer-sponsored retirement plans held in an omnibus fashion and fund of funds that are distributed by NGAM Distribution, L.P. | No Minimum | No Minimum |
Effective November 2, 2015, the second paragraph within the Purchase and Sale of Fund Shares section is deleted.
LOOMIS SAYLES FUNDS
Supplement dated September 18, 2015 to the Prospectuses, each dated February 1, 2015, as may be revised or supplemented from time to time, for the following funds:
Loomis Sayles Bond Fund | Loomis Sayles Small Cap Growth Fund | |
Loomis Sayles Global Bond Fund | Loomis Sayles Small Cap Value Fund |
Effective November 2, 2015, the Minimum Initial Investment charts under How to Purchase Shares within the General Information section of the Prospectuses are amended and restated as follows for Class N shares:
Minimum Initial Investment |
Minimum Subsequent Investment | |||
Class N |
||||
Any account other than those listed below |
$1,000,000 | No Minimum | ||
Employer-sponsored retirement plans held in an omnibus fashion and fund of funds that are distributed by NGAM Distribution, L.P. |
No Minimum | No Minimum |
Effective November 2, 2015, the second paragraph under the Minimum Initial Investment charts within How to Purchase Shares within the General Information section of the Prospectuses is amended and restated as follows:
Each Funds shares (Except Admin Class shares) may be purchased by all types of tax-deferred retirement plans provided the plan meets the minimum requirements for a Fund. If you wish to open an individual retirement account (IRA) with a Fund, you may obtain retirement plan forms available online at www.loomissayles.com, or by calling Loomis Sayles at 800-633-3330. Admin Class shares are intended primarily for employer-sponsored retirement plans held in an omnibus fashion and are not available for purchase by individual investors.
Effective November 2, 2015, the first paragraph under How to Exchange Shares within the General Information section of the Prospectuses is amended to include the following sentence:
Retail Class, Admin Class or Institutional Class shares of a Fund may be exchanged, subject to minimum investment requirements, for Class N shares of the same Fund.
LOOMIS SAYLES FUNDS
Supplement dated September 18, 2015 to the Loomis Sayles Funds Statement of Additional Information, dated February 1, 2015, as may be revised or supplemented from time to time, for the following funds:
Loomis Sayles Bond Fund | Loomis Sayles Small Cap Growth Fund | |
Loomis Sayles Global Bond Fund | Loomis Sayles Small Cap Value Fund |
Effective November 2, 2015, the third paragraph within the How to Buy Shares section of the SAI is amended and restated as follows:
Shareholders, other than Class N shareholders, may also go to www.loomissayles.com to purchase fund shares if you have established the electronic transfer privilege. Class N shares are not eligible to be purchased, exchanged or redeemed through the website or through the Automated Voice Response System.