Natixis Funds Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return9.095.55-3.515.653.04
    Category Average5.144.35-1.204.912.43
    Assets for Each Yr*48.7158.2255.1151.5852.37
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.04 2.99 4.98

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $52,369 mil $2,500 30.34 69.66
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 17.49 1.25 Average
    International Stock 3.6 1.67 1.53 Above Avg
    Municipal Bond 2.0 0.10 0.87 Average
    Taxable Bond 3.5 52.97 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-24-17

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 12.77 0.77
    Facebook Inc A* Technology 21.98 0.74
    Bristol-Myers Squibb Company* Healthcare -3.70 0.65
    Microsoft Corp* Technology 5.20 0.55
    Visa Inc Class A* Financial Services 14.53 0.51
    Cisco Systems Inc* Technology 13.63 0.51
    Alphabet Inc A* Technology 5.39 0.46
    Oracle Corp* Technology 16.51 0.44
    Apple Inc* Technology 21.92 0.44
    Intel Corp* Technology -2.34 0.41
    Alphabet Inc C* Technology 5.52 0.38
    Procter & Gamble Co* Consumer Defensive 8.52 0.37
    Qualcomm Inc* Technology -11.89 0.35
    Coca-Cola Co* Consumer Defensive 2.48 0.33
    JPMorgan Chase & Co* Financial Services 1.72 0.29
    Monster Beverage Corp* Consumer Defensive 5.86 0.29
    Schlumberger Ltd* Energy -7.73 0.29
    United Parcel Service Inc Class * Industrials -7.64 0.26
    Wells Fargo & Co* Financial Services 2.00 0.26
    Autodesk Inc* Technology 16.85 0.25

    Best 5-Year Relative Performance | More
    03-24-17

    Worst 5-Year Relative Performance | More
    03-24-17

    Lowest Expenses | More
    03-24-17

    Longest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Loomis Sayles Core P Peter W. Palfrey 19.10
    Loomis Sayles High I Matthew J. Eagan 12.50
    Loomis Sayles Global Daniel J. Fuss 11.30
    Loomis Sayles Invest Daniel J. Fuss 11.30
    Loomis Sayles Strate Daniel J. Fuss 10.70

    Shortest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Loomis Sayles Global Aziz V. Hamzaogullar 1.00
    Mirova Global Sustai Hua Cheng 1.00
    Natixis ASG Dynamic Alexander D. Healy 1.30
    Gateway Equity Call Daniel M. Ashcraft 2.50
    Natixis Oakmark A Kevin G. Grant 3.00