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PORTFOLIO OF INVESTMENTS as of June 30, 2023 (Unaudited) Loomis Sayles Core Plus Bond Fund PrincipalAmount () Description Value () ___ ___Bonds and Notes 91.5% of Net Assets NonConvertible Bonds 91.4%

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Investors who are looking for a diversified fixed-income investment option that offers the potential for higher returns than traditional bond funds.

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What is core plus bond fund?

A core plus bond fund is a type of investment fund that primarily invests in high-quality bonds but also includes a portion of riskier bonds to enhance returns.

Who is required to file core plus bond fund?

Investors who participate in a core plus bond fund may be required to report their holdings and any income generated from the fund, depending on their tax obligations.

How to fill out core plus bond fund?

To fill out documentation for a core plus bond fund, you typically need to provide personal information, investment details, and any pertinent financial information as required by the fund's applications.

What is the purpose of core plus bond fund?

The purpose of a core plus bond fund is to provide investors with a diversified portfolio of fixed-income securities that aim to deliver a stable income stream while allowing for some potential for capital appreciation.

What information must be reported on core plus bond fund?

Investors must report details such as the total investment amount, interest income generated, any capital gains or losses, and associated fees.

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