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August 28, 2015 7:05 PM ET

Capital Markets

Company Overview of Loomis Sayles Tax-Managed Equity Fund

Company Overview

Loomis Sayles Tax-Managed Equity Fund is an open-ended equity mutual fund launched and managed by Loomis, Sayles & Company, L.P. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in growth stocks of companies across all capitalizations. The fund employs fundamental analysis stock picking approach focusing on underlying price-to-earnings, price-to-book and price-to-cash-flow ratios. It uses a tax-managed approach in an effort to minimize the effect of U.S. federal income tax on investment returns. The fund benchmarks the performance of its portfolio against the S&P 500 index....

One Financial Center

Boston, MA 02111

United States

Founded in 1995

Phone:

617-482-2450

Fax:

617-357-6158

Key Executives for Loomis Sayles Tax-Managed Equity Fund

Chief Executive Officer and Trustee
Age: 68
Principal Financial Officer, Principal Accounting Officer and Treasurer
Age: 56
Chief Operating Officer
Secretary
Age: 55
Managing Partner, Executive Vice President, Portfolio Manager, Vice Chairman, and Director
Age: 82
Compensation as of Fiscal Year 2015.

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