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This is a list of Natixis Investment Managers Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Natixis Investment Managers Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Natixis Investment Managers Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Natixis Investment Managers Funds.
This page includes relevant dividend information on Natixis Investment Managers Funds.
The table below illustrates valuable information regarding the primary fund manager for Natixis Investment Managers Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Natixis Investment Managers Funds.
This list includes asset allocation proportions of the underlying holdings for Natixis Investment Managers Funds.
| Fund Name | Share Class & Symbol | Primary Category | Net Assets ($M USD) | 1 Year Return | 1 Year Rank in Primary Category | Exp Ratio | Primary Manager Tenure (yrs) |
|---|---|---|---|---|---|---|---|
| Oakmark International Fund | Inv (OAKIX) | International and Foreign Large-Cap Blend Equity | $21,629.43 | -1.91% | 92.12% | 1.04% | 27.85 |
| WCM Focused International Growth Fund | Inst (WCMIX) | International and Foreign Large-Cap Growth Equity | $16,398.00 | 26.46% | 18.89% | 1.04% | 9.18 |
| Oakmark Fund | Inv (OAKMX) | U.S. Large-Cap Blend Equity | $11,453.88 | 1.30% | 88.30% | 0.92% | 20.38 |
| Loomis Sayles Growth Fund | Inst (LSGRX) | U.S. Large-Cap Growth Equity | $10,985.49 | 35.13% | 22.54% | 0.66% | 10.21 |
| Loomis Sayles Bond Fund | Inst (LSBDX) | Multi-Sector Bond | $9,392.79 | -2.94% | 68.96% | 0.67% | 29.23 |
| Loomis Sayles Core Plus Bond Fund | A (NEFRX) | U.S. Investment-Grade Bond | $8,961.42 | 5.23% | 7.11% | 0.73% | 23.6 |
| Oakmark Equity and Income Fund | Inv (OAKBX) | North America | $8,051.08 | -4.27% | 87.97% | 0.91% | 24.76 |
| Gateway Fund | A (GATEX) | U.S. All Cap Equity | $6,973.43 | 6.56% | 31.10% | 1.01% | 13.64 |
| Loomis Sayles Strategic Income Fund | A (NEFZX) | Multi-Sector Bond | $6,273.20 | -3.38% | 73.08% | 0.96% | 25.27 |
| Loomis Sayles Investment Grade Bond Fund | Inst (LSIIX) | Intermediate-Term Bond | $5,798.61 | 2.95% | 47.06% | 0.56% | 13.84 |
| Loomis Sayles Global Allocation Fund | Inst (LSWWX) | U.S. | $3,902.38 | 13.86% | 2.29% | 0.91% | 24.27 |
| Oakmark Select Fund | Inv (OAKLX) | U.S. Large-Cap Blend Equity | $3,654.56 | 6.55% | 72.69% | 1.08% | 23.76 |
| Loomis Sayles Small Cap Growth Fund | Inst (LSSIX) | U.S. Small-Cap Growth Equity | $2,113.97 | 7.74% | 69.56% | 0.95% | 15.58 |
| AlphaSimplex Managed Futures Strategy Fund | Inst (ASFYX) | North America Equity | $1,663.99 | -4.39% | 68.90% | 1.53% | 10.01 |
| Loomis Sayles Securitized Asset Fund | Other (LSSAX) | Intermediate-Term Bond | $1,493.63 | -2.20% | 90.34% | N/A | 14.42 |
| Oakmark Global Select Fund | Inv (OAKWX) | FAANG Equity | $1,345.02 | 10.65% | 64.26% | 1.25% | 13.84 |
| Loomis Sayles Senior Floating Rate and Fixed Income Fund | Inst (LSFYX) | Floating Rate Bond | $1,230.70 | -8.81% | 83.97% | 0.84% | 8.84 |
| Oakmark Global Fund | Inv (OAKGX) | FAANG Equity | $1,190.09 | -0.08% | 88.09% | 1.23% | 16.77 |
| Oakmark International Small Cap Fund | Inv (OAKEX) | International and Foreign Small & Mid-Cap Blend Equity | $1,154.90 | 2.76% | 67.31% | 1.38% | 24.76 |
| Loomis Sayles Strategic Alpha Fund | Inst (LASYX) | Nontraditional Bond | $1,107.59 | 3.50% | 17.89% | 0.74% | 9.63 |
| Fund Name | YTD | YTD Rank in Primary Category | 1 Year Return | 1 Year Rank in Primary Category | 3 Year Return | 3 Year Rank in Primary Category |
|---|
| Fund Name | 5 Year Return | 5 Year Rank in Primary Category | 10 Year Return | 10 Year Rank in Primary Category | Inception Date |
|---|
| Fund Name | Exp Ratio | Management Fee | 12b-1 | Admin Fee | Front Load | Deferred Load | Max Redemption Fee | Turnover |
|---|
| Fund Name | Div Yield | Last Dividend Date | Last Dividend Amount | Dividend Frequency | Net Income Ratio |
|---|
| Fund Name | YTD | Primary Manager | Start Date | Primary Manager Tenure (yrs) | Tenure Rank |
|---|
| Fund Name | IRA Minimum | Standard Minimum |
|---|
| Fund Name | Stocks | Bonds | Convertible Bonds | Preferred Stocks | Cash |
|---|
Natixis Investment Managers is a company that sells mutual funds with $134,150M in assets under management. The average expense ratio from all mutual funds is 1.01%. 71.43% of all the mutual funds are no load funds. The oldest fund launched was in 1931. The average manager tenure for all managers at Natixis Investment Managers is 11.8 years. The company offers investors 66 mutual funds, in terms of the number of individual fund symbols.
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