Natixis Funds Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return9.095.55-3.515.653.30
    Category Average5.144.35-1.204.912.63
    Assets for Each Yr*48.7158.2255.1151.5852.56
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 3.30 2.85 4.98

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $52,556 mil $2,500 29.80 70.20
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 17.91 1.25 Average
    International Stock 3.6 1.74 1.53 Above Avg
    Municipal Bond 1.9 0.10 0.87 Average
    Taxable Bond 3.6 52.73 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-27-17

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 22.47 0.76
    Facebook Inc A* Technology 28.38 0.74
    Bristol-Myers Squibb Company* Healthcare -3.41 0.71
    Cisco Systems Inc* Technology 13.50 0.53
    Visa Inc Class A* Financial Services 17.62 0.53
    Microsoft Corp* Technology 10.49 0.52
    Alphabet Inc A* Technology 12.49 0.46
    Oracle Corp* Technology 17.32 0.46
    Apple Inc* Technology 24.64 0.46
    Intel Corp* Technology 3.92 0.38
    Alphabet Inc C* Technology 13.27 0.37
    Procter & Gamble Co* Consumer Defensive 5.91 0.36
    Qualcomm Inc* Technology -17.58 0.34
    Coca-Cola Co* Consumer Defensive 4.63 0.33
    JPMorgan Chase & Co* Financial Services 2.67 0.28
    Monster Beverage Corp* Consumer Defensive 2.14 0.28
    Schlumberger Ltd* Energy -12.64 0.27
    Wells Fargo & Co* Financial Services -0.53 0.27
    Autodesk Inc* Technology 22.46 0.26
    United Parcel Service Inc Class * Industrials -4.34 0.25

    Best 5-Year Relative Performance | More
    04-27-17

    Worst 5-Year Relative Performance | More
    04-27-17

    Lowest Expenses | More
    04-27-17

    Longest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Loomis Sayles Core P Peter W. Palfrey 19.20
    Loomis Sayles High I Matthew J. Eagan 12.60
    Loomis Sayles Value Arthur J. Barry 11.70
    Loomis Sayles Global Daniel J. Fuss 11.40
    Loomis Sayles Invest Daniel J. Fuss 11.40

    Shortest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Mirova Global Green Marc Briand 0.20
    Natixis Sustainable Hua Cheng 0.20
    Loomis Sayles Global Aziz V. Hamzaogullar 1.10
    Mirova Global Sustai Hua Cheng 1.10
    Natixis ASG Dynamic Alexander D. Healy 1.40