Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Natixis Mutual Funds
View all of Natixis’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Natixis Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
Share Class Type
1 to 11 of 11 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Loomis Sayles Investment Grade Bond N | LGBNX | Intermediate Core-Plus Bond | 0.80% | 20 | 0.440% | Below Average | Institutional | $1.0 Mil | ||
| Loomis Sayles Investment Grade Bond Y | LSIIX | Intermediate Core-Plus Bond | 0.87% | 18 | 0.490% | Average | Institutional | $100,000 | ||
| Loomis Sayles Securitized Asset | LSSAX | Intermediate Core Bond | — | 0.73% | 11 | — | Low | No Load | — | |
| Natixis Vaughan Nelson Small Cap Value A | NEFJX | Small Blend | 2.07% | 40 | 1.260% | Average | Front Load | $2,500 | ||
| Natixis Vaughan Nelson Small Cap Value C | NEJCX | Small Blend | 1.69% | 46 | 2.010% | Average | Level Load | $2,500 | ||
| Natixis Vaughan Nelson Small Cap Value N | VSCNX | Small Blend | 2.18% | 39 | 0.960% | Average | Institutional | $1.0 Mil | ||
| Natixis Vaughan Nelson Small Cap Value Y | NEJYX | Small Blend | 2.19% | 39 | 1.010% | Above Average | Institutional | $100,000 | ||
| Oakmark Bond Advisor | OAYCX | Intermediate Core-Plus Bond | — | 1.22% | 13 | 0.540% | Above Average | Institutional | $100,000 | |
| Oakmark Bond Institutional | OANCX | Intermediate Core-Plus Bond | — | 1.24% | 12 | 0.520% | Above Average | Institutional | $250,000 | |
| Oakmark Bond Investor | OAKCX | Intermediate Core-Plus Bond | — | 1.13% | 14 | 0.740% | Above Average | No Load | $1,000 | |
| Oakmark Bond R6 | OAZCX | Intermediate Core-Plus Bond | — | 1.29% | 11 | 0.440% | Average | Retirement, Large | $1.0 Mil |
Natixis Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank