Natixis Funds Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-3.505.4711.27-3.32--
    Category Average-1.124.659.21-2.881.98
    Assets for Each Yr*53.5950.3055.7049.4949.49
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -3.32 4.30 2.89

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $49,493 mil $2,500 22.04 77.96
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 18.75 1.22 Average
    International Stock 1.0 1.69 1.34 Average
    Municipal Bond 1.9 0.04 0.87 Average
    Taxable Bond 3.9 50.94 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 12.93 1.14
    Microsoft Corp* Technology 6.05 0.79
    Facebook Inc A* Technology 14.46 0.70
    Alphabet Inc Class C* Technology 6.05 0.54
    Alphabet Inc A* Technology 5.97 0.50
    Bristol-Myers Squibb Company* Healthcare -2.79 0.48
    Autodesk Inc* Technology 10.20 0.46
    Procter & Gamble Co* Consumer Defensive 0.24 0.44
    Cisco Systems Inc* Technology 4.68 0.44
    Apple Inc* Technology -0.58 0.43
    Monster Beverage Corp* Consumer Defensive 12.92 0.42
    Coca-Cola Co* Consumer Defensive 0.55 0.40
    Regeneron Pharmaceuticals Inc* Healthcare 12.14 0.38
    Expeditors International of Wash* Industrials 1.76 0.35
    Qualcomm Inc* Technology -2.88 0.34
    Deere & Co* Industrials 10.35 0.33
    Amgen Inc* Healthcare 4.73 0.29
    SEI Investments Co* Financial Services 6.77 0.26
    Colgate-Palmolive Co* Consumer Defensive 5.23 0.25
    Schlumberger Ltd* Energy 23.97 0.25

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Loomis Sayles Core P Peter W. Palfrey 20.90
    Loomis Sayles Global Daniel J. Fuss 13.20
    Loomis Sayles Strate Daniel J. Fuss 12.60
    Natixis AEW Real Est Matthew A. Troxell 11.10
    Loomis Sayles Ltd Te Clifton V. Rowe 10.40

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Mirova Global Green Marc Briand 1.10
    Natixis Sustainable Hua Cheng 1.10
    Natixis Sustainable Hua Cheng 1.10
    Natixis Sustainable Hua Cheng 1.10
    Natixis Sustainable Hua Cheng 1.10