← All Mutual Funds

LOOMIS SAYLES FUNDS I

CIK: 0000917469 Equity
Report date: 2026-02-26
AUM $239M
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-26

Holdings

From latest SEC N-PORT filing · US-listed stocks only

72 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ALLY ALLY FINANCIAL INC Since 2026-05-10 02005NCA6 Debt
0.30%
$0.73 725,000
2 AMZN AMAZON.COM INC Since 2026-05-10 023135CV6 Debt
0.27%
$0.66 660,000
3 ADI ANALOG DEVICES INC Since 2026-05-10 032654BD6 Debt
0.19%
$0.46 460,000
4 APO APOLLO GLOBAL MANAGEMENT Since 2026-05-10 03769MAE6 Debt
0.07%
$0.16 158,000
5 ARW ARROW ELECTRONICS INC Since 2026-05-10 04273WAF8 Debt
0.15%
$0.35 340,000
6 AN AUTONATION INC Since 2026-05-10 05329WAU6 Debt
0.23%
$0.55 550,000
7 AZO AUTOZONE INC Since 2026-05-10 053332BE1 Debt
0.22%
$0.53 525,000
8 AVT AVNET INC Since 2026-05-10 053807AW3 Debt
0.13%
$0.32 305,000
9 BGC BGC GROUP INC Since 2026-05-10 05555LAD3 Debt
0.05%
$0.13 125,000
10 BMO BANK OF MONTREAL Since 2026-05-10 06368MJG0 Debt
0.10%
$0.24 235,000
11 BBDC BARINGS BDC INC Since 2026-05-10 06759LAE3 Debt
0.13%
$0.31 315,000
12 AVGO BROADCOM INC Since 2026-05-10 11135FBX8 Debt
0.24%
$0.58 565,000
13 BRO BROWN & BROWN INC Since 2026-05-10 115236AJ0 Debt
0.11%
$0.27 270,000
14 GIB CGI INC Since 2026-05-10 12532HAK0 Debt
0.24%
$0.58 570,000
15 CAH CARDINAL HEALTH INC Since 2026-05-10 14149YBR8 Debt
0.27%
$0.65 630,000
16 CNP CENTERPOINT ENERGY INC Since 2026-05-10 15189TBP1 Debt
0.15%
$0.36 350,000
17 C CITIGROUP INC Since 2026-05-10 172967PZ8 Debt
0.35%
$0.84 835,000
18 CAG CONAGRA BRANDS INC Since 2026-05-10 205887CJ9 Debt
0.33%
$0.80 795,000
19 STZ CONSTELLATION BRANDS INC Since 2026-05-10 21036PBQ0 Debt
0.13%
$0.32 310,000
20 DRI DARDEN RESTAURANTS INC Since 2026-05-10 237194AQ8 Debt
0.14%
$0.33 330,000
21 D DOMINION ENERGY INC Since 2026-05-10 25746UDY2 Debt
0.14%
$0.34 335,000
22 D DOMINION ENERGY INC Since 2026-05-10 25746UDZ9 Debt
0.07%
$0.18 175,000
23 EPR EPR PROPERTIES Since 2026-05-10 26884UAH2 Debt
0.20%
$0.48 480,000
24 EXP EAGLE MATERIALS INC Since 2026-05-10 26969PAC2 Debt
0.08%
$0.18 186,000
25 EBAY EBAY INC Since 2026-05-10 278642BD4 Debt
0.12%
$0.29 285,000
26 ACT ENACT HOLDINGS INC Since 2026-05-10 29249EAA7 Debt
0.17%
$0.42 400,000
27 EFX EQUIFAX INC Since 2026-05-10 294429AW5 Debt
0.11%
$0.26 250,000
28 EFX EQUIFAX INC Since 2026-05-10 294429AX3 Debt
0.13%
$0.32 315,000
29 ESNT ESSENT GROUP LTD Since 2026-05-10 29669JAA7 Debt
0.16%
$0.39 370,000
30 FSK FS KKR CAPITAL CORP Since 2026-05-10 302635AM9 Debt
0.10%
$0.25 240,000
31 FSK FS KKR CAPITAL CORP Since 2026-05-10 302635AP2 Debt
0.04%
$0.09 95,000
32 META META PLATFORMS INC Since 2026-05-10 30303MAC6 Debt
0.35%
$0.85 840,000
33 FLEX FLEX LTD Since 2026-05-10 33938XAE5 Debt
0.11%
$0.26 250,000
34 IT GARTNER INC Since 2026-05-10 366651AK3 Debt
0.25%
$0.60 603,000
35 GPN GLOBAL PAYMENTS INC Since 2026-05-10 37940XAW2 Debt
0.25%
$0.60 596,000
36 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280EM7 Debt
0.25%
$0.60 585,000
37 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280EW5 Debt
0.12%
$0.29 285,000
38 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280FG9 Debt
0.09%
$0.22 220,000
39 HP HELMERICH & PAYNE INC Since 2026-05-10 423452AN1 Debt
0.10%
$0.24 240,000
40 HTGC HERCULES CAPITAL INC Since 2026-05-10 427096AJ1 Debt
0.13%
$0.32 325,000
41 HGV Hilton Grand Vacations Trust Since 2026-05-10 43283GAC6 ABS-O
0.01%
$0.04 34,529
42 HMC HONDA MOTOR CO LTD Since 2026-05-10 438127AE2 Debt
0.12%
$0.29 290,000
43 HON HONEYWELL INTERNATIONAL Since 2026-05-10 438516CY0 Debt
0.19%
$0.46 450,000
44 ILMN ILLUMINA INC Since 2026-05-10 452327AQ2 Debt
0.12%
$0.28 275,000
45 ILMN ILLUMINA INC Since 2026-05-10 452327AR0 Debt
0.14%
$0.33 330,000
46 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PCJ3 Debt
0.22%
$0.53 550,000
47 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PEG7 Debt
0.10%
$0.24 230,000
48 KKR KKR & CO INC Since 2026-05-10 48251WAB0 Debt
0.10%
$0.24 243,000
49 KMI KINDER MORGAN INC Since 2026-05-10 49456BAZ4 Debt
0.20%
$0.47 460,000
50 LVS LAS VEGAS SANDS CORP Since 2026-05-10 517834AM9 Debt
0.19%
$0.45 435,000
51 MTB M&T BANK CORPORATION Since 2026-05-10 55261FAY0 Debt
0.10%
$0.25 240,000
52 MRX MAREX GROUP PLC Since 2026-05-10 566539AA0 Debt
0.11%
$0.27 260,000
53 MRX MAREX GROUP PLC Since 2026-05-10 566539AB8 Debt
0.12%
$0.28 275,000
54 MAR MARRIOTT INTERNATIONAL Since 2026-05-10 571903BN2 Debt
0.16%
$0.37 360,000
55 MRK MERCK & CO INC Since 2026-05-10 58933YBS3 Debt
0.10%
$0.23 226,000
56 MRK MERCK & CO INC Since 2026-05-10 58933YBZ7 Debt
0.11%
$0.27 275,000
57 NI NISOURCE INC Since 2026-05-10 65473PAS4 Debt
0.16%
$0.39 380,000
58 PPG PPG INDUSTRIES INC Since 2026-05-10 693506BY2 Debt
0.17%
$0.41 410,000
59 PVH PVH CORP Since 2026-05-10 693656AE0 Debt
0.15%
$0.36 353,000
60 PII POLARIS INC Since 2026-05-10 731068AB8 Debt
0.07%
$0.17 165,000
61 ROP ROPER TECHNOLOGIES INC Since 2026-05-10 776696AK2 Debt
0.05%
$0.13 130,000
62 R RYDER SYSTEM INC Since 2026-05-10 78355HLC1 Debt
0.15%
$0.36 350,000
63 SRE SEMPRA Since 2026-05-10 816851BQ1 Debt
0.07%
$0.16 155,000
64 SPNT SIRIUSPOINT LTD Since 2026-05-10 82969BAA0 Debt
0.09%
$0.20 193,000
65 LUV SOUTHWEST AIRLINES CO Since 2026-05-10 844741BL1 Debt
0.12%
$0.29 285,000
66 SYF SYNCHRONY FINANCIAL Since 2026-05-10 87165BAV5 Debt
0.10%
$0.25 240,000
67 SYF SYNCHRONY FINANCIAL Since 2026-05-10 87165BAW3 Debt
0.06%
$0.15 145,000
68 TRGP TARGA RESOURCES CORP Since 2026-05-10 87612GAR2 Debt
0.14%
$0.34 338,000
69 TMO THERMO FISHER SCIENTIFIC Since 2026-05-10 883556DD1 Debt
0.19%
$0.45 453,000
70 UBS UBS GROUP AG Since 2026-05-10 902613BT4 Debt
0.31%
$0.75 745,000
71 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3L5 Debt
0.19%
$0.46 450,000
72 XEL XCEL ENERGY INC Since 2026-05-10 98389BBD1 Debt
0.04%
$0.10 100,000