LOOMIS SAYLES and COMPANY L.P. EMPLOYEES` PROFIT SHARING RETIREMENT PLAN Investment Model Portfolios

Investment options of LOOMIS SAYLES and COMPANY L.P. EMPLOYEES` PROFIT SHARING RETIREMENT PLAN

Total Available Funds: 17

Asset Class

Ticker

Description

US EQUITY
LARGE BLEND	VTSAX	Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Admiral Class Shares
Mid-Cap Growth	LSAIX	Loomis Sayles Funds II: Natixis Loomis Sayles Mid Cap Growth Fund; Class Y Shares
LARGE VALUE	LSVRX	Loomis Sayles Funds II: Natixis Loomis Sayles Value Fund; Class A Shares
MID-CAP BLEND	VIMSX	Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
LARGE GROWTH	LGRRX	Loomis Sayles Funds II: Natixis Loomis Sayles Growth Fund; Class A Shares
SMALL BLEND	LSSCX	Loomis Sayles Funds I: Loomis Sayles Small Cap Value Fund; Institutional Class
SMALL BLEND	VSMAX	Vanguard Index Funds: Vanguard Small-Cap Index Fund; Admiral Shares

FIXED INCOME
SHORT GOVERNMENT	NELYX	Loomis Sayles Funds II: Natixis Loomis Sayles Limited Term Government & Agency Fund; Class Y Shares
High Yield Bond	LSHIX	Loomis Sayles Funds I: Loomis Sayles Institutional High Income Fund; Institutional Class
Intermediate-Term Bond	LIGRX	Loomis Sayles Funds II: Natixis Loomis Sayles Investment Grade Bond Fund; Class A Shares
Intermediate-Term Bond	LSDIX	Loomis Sayles Funds I: Loomis Sayles Intermediate Duration Bond Fund; Institutional Class Shares
Intermediate-Term Bond	VBTLX	Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Admiral Shares
Multisector Bond	LSBDX	Loomis Sayles Funds I: Loomis Sayles Bond Fund; Institutional Class

INTERNATIONAL EQUITY
Foreign Large Blend	VGTSX	Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares

Others
World Allocation	LSWWX	Loomis Sayles Funds II: Natixis Loomis Sayles Global Equity & Income Fund; Class Y Shares
ROOT	SWVXX	Charles Schwab Family of Funds: Schwab Value Advantage Money Fund; Investor Class Shares
ROOT	SWUXX	Charles Schwab Family of Funds: Schwab US Treasury Money Fund

Investment model portfolios

We provide two types of investment model portfolios for LOOMIS SAYLES and COMPANY L.P. EMPLOYEES` PROFIT SHARING RETIREMENT PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

Click here for more plan details and features ►