Gateway A
399 Boylston Street
Map
Phone: 800-225-5478
| Category: | Long-Short | | Fund Family: | Natixis Funds | | Net Assets: | 3.77B | | Year-to-Date Return: | -0.47% | | Yield: | 1.79% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Dec-77 |
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J. Patrick Rogers
Lead Manager since
08-Nov-94 | | | Rogers joined Gateway Investment Advisers, Inc. in 1989 and has been its chief executive officer since 2006, its president and a member of its board of directors since 1995, and served as its chief investment officer from 1995 to 2005. Rogers holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to capture the majority of the returns associated with equity market investments. The fund invests in a diversified portfolio of common stocks. It sells index call options on the S&P 500 index and other stock indexes, and, when appropriate, enters into closing purchase transactions with respect to such options. The fund also buys index put options that can protect the fund from a significant market decline over a short period of time. |
| Last Dividend
(26-Jun-08):
| 0.12 | | Last Cap Gain
(28-Dec-01):
| 0.02 | | Annual Holdings Turnover
| 5.00% | | Average for Category:
| 290.27% |
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| Expense | GATEX | Category
Avg | | Total Expense Ratio: | 0.94%
| 2.21% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.50% | | Max Deferred Sales Load: | 0.00%
| 2.19% | | 3 Yr Expense Projection*: |
$865 | $981 | | 5 Yr Expense Projection*: |
$1,088 | $1,698 | | 10 Yr Expense Projection*: |
$1,728 | $3,378 |
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1.49% Nasdaq 
0.27%
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