Loomis, Sayles & Company, L.P.
PSN Top Gun Strategies

QUARTER ENDING June 30, 2026

StrategyMRQ1 YR3 YR5 YR
Small/Mid Cap15.728.318.510.6
UniverseAwardUniverse Count
Mid Core Equity UniverseBull / Bear111
Small-Mid Core Universe67
Small-Mid Core Universe67
Small-Mid Core Universe67
StrategyMRQ1 YR3 YR5 YR
Small/Mid Cap Managed Account15.728.318.510.6
UniverseAwardUniverse Count
MA Mid Cap Equity Universe3 Year59
StrategyMRQ1 YR3 YR5 YR
Core Plus Full Discretion1.34.86.01.8
UniverseAwardUniverse Count
Core Plus Universe151
Intermediate Core Plus Universe72
StrategyMRQ1 YR3 YR5 YR
Multisector Full Discretion1.45.37.52.4
UniverseAwardUniverse Count
Core Plus Universe151
Long Maturity Universe215
Long Maturity Universe215
Long Maturity Universe215
StrategyMRQ1 YR3 YR5 YR
Senior Loan1.74.77.26.1
UniverseAwardUniverse Count
Short Maturity Universe3 Year248
Short Maturity Universe1 QTR248
StrategyMRQ1 YR3 YR5 YR
Core Disciplined Alpha0.84.34.60.5
UniverseAwardUniverse Count
All Maturity/Variable Universe293
StrategyMRQ1 YR3 YR5 YR
Investment Grade Intermediate Corp.1.14.46.32.1
UniverseAwardUniverse Count
All Maturity/Variable Universe293
StrategyMRQ1 YR3 YR5 YR
Short Duration Fixed Income1.04.26.03.3
UniverseAwardUniverse Count
Core Fixed Universe358
Short Maturity Universe248
StrategyMRQ1 YR3 YR5 YR
Pure Agency MBS0.96.25.50.9
UniverseAwardUniverse Count
Mortgage Backed Universe1 Year51
StrategyMRQ1 YR3 YR5 YR
Opportunistic Securitized Credit2.19.314.08.6
UniverseAwardUniverse Count
High Yield Universe3 Year134
High Yield Universe1 Year134
US Fixed Income Universe3 Year1546
StrategyMRQ1 YR3 YR5 YR
World Credit Asset4.18.78.52.8
UniverseAwardUniverse Count
Global Fixed Income Universe163
Global Fixed Income Universe163
Global Fixed Income Universe163
Global Fixed Income Universe1 QTR163
StrategyMRQ1 YR3 YR5 YR
Emerging Market Debt Blended Total R5.812.910.22.3
UniverseAwardUniverse Count
Intl Fixed Income Universe147
Intl Fixed Income Universe147
StrategyMRQ1 YR3 YR5 YR
Tactical Credit Asset Opportunities3.98.79.2--
UniverseAwardUniverse Count
Global Fixed Income Universe1 Year163
Global Fixed Income Universe1 QTR163


Top Gun Awards

Commingled Fund Universes: include commingled funds and collective trusts.

Non-Commingled Fund Universes: include PSN Products excluding mutual funds, commingled funds, pooled funds, collective trusts, limited partnerships, offshore funds, wrap products, hedge funds, and MLP's.

1 QTR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on current quarter returns.

1 Year CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.

3 Year CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the three year period.

4 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the Top Guns.

5 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the Top Guns.

6 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the Top Guns.

Bull & Bear Masters

Bull & Bear Masters: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio become the PSN Bull & Bear Masters.

Manager of the Decade

Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Mutual fund and commingled fund products are not included in the universe. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the latest ten year period. Moreover, products must have returns greater than the style benchmark for the latest ten-year period and also standard deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest ten-year period become the PSN Top Guns Manager of the Decade.

The content of PSN Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using content or implied content from PSN Top Guns. Due to the short term nature of a one quarter performance benchmark, please be advised that the 1 QTR PSN Top Guns award is intended for informational purposes only and should be used only in a one-on-one and face-to-face presentation where an investment professional is present. Any other usage of the 1 QTR PSN Top Guns is strictly prohibited, not advised, and not permitted by YCharts.

All Rights Reserved. PSN Top Guns is powered by PSN. PSN is an investment manager database and is a division of YCharts. No part of PSN Top Guns may be reproduced in any form or by any means, electronic, mechanical, photocopying, or otherwise without the prior written permission of YCharts

Because of the possibility of human or mechanical error by YCharts sources or others, YCharts does not guarantee the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. THERE ARE NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE. In no event shall YCharts be liable for any indirect, special or consequential damages in connection with use of any information or derived using information based on PSN Top Guns results.

(*) Universe Benchmark

(**) These benchmarks or indices are derived using universes of PSN separately managed accounts, ("SMA Indices"). Any SMA Indices should not be deemed an offer to sell or a solicitation of an offer to buy shares of any products that are described herein. Index or performance returns do not reflect any management fees, transaction costs or expenses. One cannot invest directly into an index.

Commingled Fund Universes: include commingled funds and collective trusts.

Non-Commingled Fund Universes: include PSN Products excluding mutual funds, commingled funds, pooled funds collective trusts, limited partnerships, offshore funds, wrap products, hedge funds and MLP's.

Bull & Bear Masters: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio become the PSN Bull & Bear Masters.

The content of the PSN Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using content or implied content from PSN Top Guns.

All Rights Reserved. PSN Top Guns is powered by PSN. PSN is an investment manager database and is a division of YCharts. No part of PSN Top Guns may be reproduced in any form or by any means, electronic, mechanical, photocopying, or otherwise without the prior written permission of YCharts.

Because of the possibility of human or mechanical error by YCharts sources or others, YCharts does not guarantee the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. THERE ARE NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE. In no event shall YCharts be liable for any indirect, special or consequential damages in connection with use of any information or derived using information based on PSN Top Guns results.