Release Date: 06-30-2021 Loomis Sayles Global Instl LSGBX ...... Benchmark Overall Morningstar Rating™ Morningstar Return Morningstar Risk BBgBarc Global Aggregate TR USD QQQQ Above Average Average Out of 185 World Bond funds. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure for details.

Investment Objective & Strategy Performance From investment’s prospectus 20 Total Return% The investment seeks high total investment return through a 15 as of 06-30-21 combination of high current income and capital appreciation. 10 Investment Benchmark The fund will normally invest at least 80% of its net 5 assets (plus any borrowings made for investment purposes) 0 in fixed-income securities (for example, bonds and other -5 investments that Loomis Sayles believes have similar -10 economic characteristics, such as notes, and Average annual, if greater -15 ). It invests primarily in investment-grade fixed-income than 1 year. securities worldwide, although the fund may invest up to YTD 1 Year 3 Year 5 Year 10 Year Since Inception 20% of its assets in below investment-grade fixed-income -2.94 5.80 5.41 3.54 2.45 6.32 Fund Return % securities (commonly known as "junk bonds"). -2.94 5.80 5.41 3.54 2.45 6.32 Load-Adj. Return % -3.21 2.63 4.23 2.34 2.05 5.33 Benchmark Return % Fees and Expenses as of 02-01-21 ...... -2.30 4.82 3.59 2.35 1.33 5.04 Category Average % Prospectus Net Expense Ratio 0.69% . . QQQQQ QQQQ QQQQ . Morningstar Rating™ 185 170 126 # of Funds in Category Total Annual Operating Expense 0.76% . . . Maximum Sales Charge . Quarter End Returns as of 06-30-21 YTD 1 Year 3 Year 5 Year 10 Year Since Inception 12b-1 Fee 0.00% Fund ReturnYTD % YTD -2.94YTD YTD5.80 YTD5.41 YTD3.54 2.45 6.32 Redemption Fee/Term . Standardized Return % -2.94 5.80 5.41 3.54 2.45 6.32

Waiver Data Type Exp. Date % Performance Disclosure: The performance data quoted represents past performance and does not guarantee future ExpenseRatio Contractual 01-31-22 0.07 results. The investment return and principal value of an investment will fluctuate; thus an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than Operations and Management return data quoted herein. For performance data current to the most recent month-end please visit the website Fund Inception Date 05-10-91 listed under Operations and Management on this page. Portfolio Manager(s) David W. Rolley, CFA Lynda L. Schweitzer, CFA Portfolio Analysis as of 05-31-21 Name of Issuer Loomis Sayles Funds Composition as of 05-31-21 % Net Morningstar Style Box™ as of 05-31-21

Telephone 800-633-3330 U.S. Stocks 0.0 High Avg Eff Duration 6.20 Web Site www.loomissayles.com Non-U.S. Stocks 0.0 Avg Eff Maturity 8.57 Med Bonds 94.7 Avg Wtd Price Benchmark Description: BBgBarc Global Aggregate TR USD . The index measures the performance of global investment Cash 4.4 Low grade fixed-rate debt markets, including the U.S. Aggregate, Other 0.9 ...... the Pan-European Aggregate, the Asian-Pacific Aggregate, Ltd Mod Ext -100 -50 0 50 100 Total 100.0 Global Treasury, Eurodollar, Euro-Yen, Canadian, and Investment Grade 144A index-eligible securities. Top 10 Holdings as of 05-31-21 % Assets Morningstar Sectors as of 05-31-21 % Fund % Category

Category Description: World Bond Us 10yr Ultra Fut Sep21 Xcbt 20210921 09-21-21 10.64 ⁄ Government 59.00 39.17 World bond portfolios typically invest 40% or more of their Us 5yr Note (Cbt) Sep21 Xcbt 20210930 09-30-21 4.52 › Corporate 27.15 17.76 assets in fixed-income instruments issued outside of the U.S. Japan (Government Of) 0.1% 12-20-25 4.32 € Securitized 9.31 7.98 These portfolios invest primarily in investment-grade rated Us Long Bond(Cbt) Sep21 Xcbt 20210921 09-21-21 3.11 ‹ Municipal 0.00 0.36 issues, but their strategies can vary. Some follow a China (People's Republic Of) 1.99% 04-09-25 2.66 Cash/Cash Equivalents 3.20 8.68 ...... fi conservative approach, sticking with high-quality bonds from Long Gilt Future Sep21 Ifll 20210928 09-28-21 2.65 ± Other 1.33 26.06 developed markets. Others are more adventurous, owning Japan (Government Of) 0.1% 03-10-29 2.40 Credit Analysis as of 05-31-21 % Bonds some lower-quality bonds from developed or emerging China (People's Republic Of) 3.28% 12-03-27 2.32 AAA 29 markets. Some portfolios invest exclusively outside the U.S., Italy (Republic Of) 1.35% 04-01-30 2.25 while others invest in both U.S. and non-U.S. bonds. Many United States Treasury Notes 1.12% 02-15-31 2.22 AA 10 consistently maintain significant allocations to non-U.S. dollar A 26 ...... , while others have the flexibility to make sizeable BBB 26 Total Number of Stock Holdings 0 adjustments between their U.S. dollar and non-U.S. BB 10 exposures. Total Number of Bond Holdings 270 Annual Turnover Ratio % 273.00 B 0 Total Fund Assets ($mil) 753.88 Below B 0 Not Rated 0

-100 -50 0 50 100

Principal Risks as of 05-31-21 Credit and Counterparty, Inflation/Deflation, Currency, Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, Issuer, , Market/Market Volatility, High-Yield Securities, Mortgage-Backed and Asset-Backed Securities, Other, Restricted/Illiquid Securities, Derivatives, Leverage, Fixed-Income Securities, Management

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