Natixis Funds Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return5.55-3.515.6511.34-0.66
    Category Average4.35-1.204.919.32-0.69
    Assets for Each Yr*58.2255.1151.5856.3755.82
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.66 3.50 4.25

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $55,816 mil $2,500 24.22 75.78
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 20.30 1.19 Average
    International Stock 3.7 2.37 1.34 Average
    Municipal Bond 1.9 0.06 0.87 Average
    Taxable Bond 3.7 49.34 0.95 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-23-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 36.97 1.12
    Facebook Inc A* Technology 5.92 0.85
    Bristol-Myers Squibb Company* Healthcare -13.02 0.75
    Visa Inc Class A* Financial Services 16.03 0.73
    Microsoft Corp* Technology 16.32 0.72
    Oracle Corp* Technology 0.00 0.64
    Cisco Systems Inc* Technology 15.67 0.59
    Alphabet Inc C* Technology 3.18 0.53
    Alphabet Inc A* Technology 3.09 0.47
    Apple Inc* Technology 12.11 0.47
    Monster Beverage Corp* Consumer Defensive -20.98 0.45
    Autodesk Inc* Technology 32.89 0.44
    SEI Investments Co* Financial Services -9.81 0.41
    Procter & Gamble Co* Consumer Defensive -17.73 0.40
    Schlumberger Ltd* Energy 9.73 0.39
    Coca-Cola Co* Consumer Defensive -6.73 0.38
    Deere & Co* Industrials 0.43 0.37
    Qualcomm Inc* Technology -7.23 0.37
    Expeditors International of Wash* Industrials 13.71 0.32
    Regeneron Pharmaceuticals Inc* Healthcare -21.45 0.32

    Lowest Expenses | More
    05-23-18

    Longest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Loomis Sayles Core P Peter W. Palfrey 20.20
    Loomis Sayles High I Matthew J. Eagan 13.60
    Loomis Sayles Value Arthur J. Barry 12.80
    Loomis Sayles Global Daniel J. Fuss 12.50
    Loomis Sayles Invest Daniel J. Fuss 12.50

    Shortest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Natixis Sustainable Hua Cheng 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