Natixis Funds Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-3.505.4711.27-3.3210.88
    Category Average-1.174.809.30-2.9410.85
    Assets for Each Yr*53.5950.3055.7049.4951.68
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 10.88 5.85 3.81

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $51,682 mil $2,500 21.11 78.89
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 20.76 1.20 Average
    International Stock 1.2 1.49 1.24 Average
    Municipal Bond 1.9 0.04 0.87 Average
    Taxable Bond 3.2 24.72 0.97 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Loomis Sayles Core P Peter W. Palfrey 21.50
    Loomis Sayles Global Daniel J. Fuss 13.80
    Loomis Sayles Strate Daniel J. Fuss 13.20
    Loomis Sayles Ltd Te Clifton V. Rowe 11.00
    Loomis Sayles Invest Matthew J. Eagan 10.90

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Mirova International Hua Cheng 0.70
    Natixis Sustainable Hua Cheng 1.20
    Natixis Sustainable Hua Cheng 1.20
    Natixis Sustainable Hua Cheng 1.20
    Natixis Sustainable Hua Cheng 1.20