Loomis Sayles Research Y
399 Boylston Street 12th Floor Boston MA 02116
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Phone: 800-225-5478
| Category: | Large Growth | | Fund Family: | Natixis Funds | | Net Assets: | 25.03M | | Year-to-Date Return: | -13.15% | | Yield: | 1.11% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jul-00 |
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Maureen G. Depp
Lead Manager since
01-Jul-05 | | | Depp is vice president and co-director of equity research of Loomis Sayles, her employer since 2004. Prior to joining the firm, she was a managing director and associate director of research at State Street Research & Management Company. Previously, Depp held analytical positions at Wellington Management for three years and Independence Investment Associates for 15 years. She began her investment career in 1976. Depp holds the designation of Chartered Financial Analyst. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital growth. The fund invests primarily in equity securities. It focuses on stocks of large capitalization companies, but may invest in companies of any size. The fund allocates its assets across sectors in weightings that are relatively similar to the S&P 500. It may invest any portion of its assets in securities of Canadian issuers and up to 20% of assets in other foreign securities, including emerging-markets securities. |
| Last Dividend
(10-Dec-07):
| 0.10 | | Last Cap Gain
(10-Dec-07):
| 0.97 | | Annual Holdings Turnover
| 148.00% | | Average for Category:
| 98.32% |
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| Expense | LISRX | Category
Avg | | Total Expense Ratio: | 0.85%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$327 | $622 | | 5 Yr Expense Projection*: |
$586 | $957 | | 10 Yr Expense Projection*: |
$1,328 | $1,889 |
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5.11% Nasdaq 
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