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LOOMIS SAYLES FUNDS
SCHEDULE 14A INFORMATION
Proxy Statement Pursuant to Section 14(a) of the Securities
Exchange Act of 1934 (Amendment No. )
Filed by the Registrant [X]
Filed by a Party other than the Registrant [_]
Check the appropriate box:
[ ] Preliminary Proxy Statement [_] CONFIDENTIAL, FOR USE OF THE
COMMISSION ONLY (AS PERMITTED BY
RULE 14A-6(E)(2))
[_] Definitive Proxy Statement
[X] Definitive Additional Materials
[_] Soliciting Material Pursuant to Section 240.14a-11(c) or Section 240.14a-12
LOOMIS SAYLES INVESTMENT TRUST
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(Name of Registrant as Specified In Its Charter)
LOOMIS SAYLES FUNDS
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(Name of Person(s) Filing Proxy Statement, if other than the Registrant)
Payment of Filing Fee (Check the appropriate box):
[X] No fee required
[_] Fee computed on table below per Exchange Act Rules 14a-6(i)(4) and 0-11.
(1) Title of each class of securities to which transaction applies:
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(2) Aggregate number of securities to which transaction applies:
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(3) Per unit price or other underlying value of transaction computed
pursuant to Exchange Act Rule 0-11 (Set forth the amount on which
the filing fee is calculated and state how it was determined):
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(4) Proposed maximum aggregate value of transaction:
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(5) Total fee paid:
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[_] Fee paid previously with preliminary materials.
[_] Check box if any part of the fee is offset as provided by Exchange
Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee
was paid previously. Identify the previous filing by registration statement
number, or the Form or Schedule and the date of its filing.
(1) Amount Previously Paid:
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(2) Form, Schedule or Registration Statement No.:
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(3) Filing Party:
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(4) Date Filed:
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Notes:
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CLIENT SERVICES CALLOUT SCRIPT
Introduction
HELLO, MR./MS. (SHAREHOLDER). MY NAME IS ____________________. I AM CALLING FROM
LOOMIS SAYLES FOLLOWING UP ON A RECENT PROXY MAILING WE SENT YOU REGARDING THE
___________ (NINE OPTIONS: Loomis Sayles California Tax-Free Income Fund,
Loomis Sayles Core Fixed Income Fund, Loomis Sayles Fixed Income Fund, Loomis
Sayles Provident Fund, Loomis Sayles High Yield Fixed Income Fund, Loomis Sayles
Intermediate Duration Fixed Income Fund, Loomis Sayles Investment Grade Fixed
Income Fund, Loomis Sayles Small Company Growth Fund, or Loomis Sayles Small
Company Value Fund).
I'M ASSISTING LOOMIS SAYLES WITH THE PROXY VOTE TO APPROVE AN IMPORTANT PROPOSAL
THAT AFFECTS THE FUND. I AM CALLING YOU TO ENCOURAGE YOU TO VOTE YOUR PROXY IF
YOU HAVE NOT YET DONE SO.
HAVE YOUR RECEIVED THE __________ (NINE OPTIONS: Loomis Sayles California
Tax-Free Income Fund, Loomis Sayles Core Fixed Income Fund, Loomis Sayles Fixed
Income Fund, Loomis Sayles Provident Fund, Loomis Sayles High Yield Fixed Income
Fund, Loomis Sayles Intermediate Duration Fixed Income Fund, Loomis Sayles
Investment Grade Fixed Income Fund, Loomis Sayles Small Company Growth Fund, or
Loomis Sayles Small Company Value Fund) PROXY MATERIAL?
THE PACKAGE WAS DATED AUGUST 28, 2000. (Describe the mailings to the shareholder
if he/she does not recall it: 9.5" x 12.5" brown envelope containing proxy
materials.)
If NO: Confirm shareholder's address for the purpose of sending proxy
materials.
Q.: COULD I PLEASE CONFIRM YOUR ADDRESS FOR THE PURPOSE OF SENDING PROXY
MATERIALS TO YOU?
Tell the shareholder that a new package will be mailed to him/her. Ask the
shareholder to review the material upon receipt and vote his/her shares by
signing, dating, and mailing the proxy ballot in the return envelope provided
before the shareholder meeting on October 12, 2000. Thank the shareholder for
his/her time. (End telephone call.)
If YES: Q.: HAVE YOU REVIEWED THE MATERIAL?
If NO: PLEASE REVIEW THE MATERIAL AT YOUR EARLIEST CONVENIENCE AND VOTE YOUR
SHARES BY SIGNING, DATING, AND MAILING THE PROXY CARD IN THE RETURN ENVELOPE
PROVIDED TO ENSURE THAT YOUR VOTE IS COUNTED AT THE SHAREHOLDER MEETING
SCHEDULED ON OCTOBER 12, 2000. IF YOU WOULD LIKE TO VOTE BY FAX, YOU MAY FAX
BOTH SIDES OF YOUR PROXY CARD TO 1-617-439-0460. PLEASE FOLLOW-UP THE FAX BY
MAILING TO ORIGINAL IN RETURN ENVELOPE PROVIDED.
If YES: DO YOU HAVE ANY QUESTIONS?
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If YES: Answer the questions using the proxy material and then encourage the
shareholder to vote.
SCRIPT FOR LEAVING A MESSAGE ON AN ANSWERING MACHINE.
HELLO, MR./MS. (SHAREHOLDER). MY NAME IS __________. I AM CALLING FROM LOOMIS
SAYLES FOLLOWING UP ON A RECENT PROXY MAILING WE SENT YOU REGARDING THE ______
(NINE OPTIONS: Loomis Sayles California Tax-Free Income Fund, Loomis Sayles
Core Fixed Income Fund, Loomis Sayles Fixed Income Fund, Loomis Sayles Provident
Fund, Loomis Sayles High Yield Fixed Income Fund, Loomis Sayles Intermediate
Duration Fixed Income Fund, Loomis Sayles Investment Grade Fixed Income Fund,
Loomis Sayles Small Company Growth Fund, or Loomis Sayles Small Company Value
Fund).
I'M ASSISTING LOOMIS SAYLES WITH THE PROXY VOTE TO APPROVE AN IMPORTANT PROPOSAL
THAT AFFECTS THE FUND.
AS AN OWNER OF THE _________ (NINE OPTIONS: Loomis Sayles California Tax-Free
Income Fund, Loomis Sayles Core Fixed Income Fund, Loomis Sayles Fixed Income
Fund, Loomis Sayles Provident Fund, Loomis Sayles High Yield Fixed Income Fund,
Loomis Sayles Intermediate Duration Fixed Income Fund, Loomis Sayles Investment
Grade Fixed Income Fund, Loomis Sayles Small Company Growth Fund, or Loomis
Sayles Small Company Value Fund). YOU SHOULD HAVE RECEIVED PROXY MATERIALS IN
THE MAIL. AT YOUR EARLIEST CONVENIENCE, PLEASE SIGN, DATE AND MAIL THE PROXY
CARD IN THE RETURN ENVELOPE PROVIDED TO YOU.
IF YOU HAVE ANY QUESTIONS ABOUT THE PROPOSALS OR DID NOT RECEIVE ANY PROXY
MATERIAL, PLEASE CALL LOOMIS SAYLES AT 1-800-226-9699. THANK YOU FOR YOUR TIME.
LOG SHEET
Date ________________
Loomis Rep __________
Address Correction
Social Security No. (record from database; do not ask shareholder) _______
Shareholder Name _________________________________________________________
Street Address ___________________________________________________________
City _________________________________ State _________ Zip Code __________
Material To Be Sent
Proxy Card Only __________________________________________________________
Full Proxy Kit ___________________________________________________________
Comments
Notable Shareholder Response _____________________________________________
__________________________________________________________________________
__________________________________________________________________________
Other Comments ___________________________________________________________
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