Natixis U.S. Diversified A
399 Boylston Street
Map
Phone: 800-225-5478
| Category: | Large Growth | | Fund Family: | Natixis Funds | | Net Assets: | 355.01M | | Year-to-Date Return: | -10.76% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Jul-94 |
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Joseph R. Gatz
Lead Manager since
01-Jan-00 | | | Gatz is vice president and portfolio manager with Loomis Sayles & Company, his employer since 1999. Prior to joining the firm, he was a portfolio manager with Banc One Investment Advisers Corporation and its affiliates. He has over 20 years of investment experience. Gatz holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund invests substantially all assets in equity securities and normally invests at least 80% of assets in securities of U.S. issuers. The management employs varied styles of multiple subadvisers in selecting securities, which offers uncommon diversification and a different investment opportunity. |
| Last Dividend
(27-Dec-94):
| 0.05 | | Last Cap Gain
(14-Apr-08):
| 0.42 | | Annual Holdings Turnover
| 82.00% | | Average for Category:
| 98.32% |
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| Expense | NEFSX | Category
Avg | | Total Expense Ratio: | 1.46%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,008 | $622 | | 5 Yr Expense Projection*: |
$1,326 | $957 | | 10 Yr Expense Projection*: |
$2,227 | $1,889 |
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1.49% Nasdaq 
0.27%
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