Natixis Mutual Funds
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.
1 to 8 of 8 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 | 6.18% | 17 | 0.440% | Below Average | Institutional | $1.0 Mil | ||
Loomis Sayles Investment Grade Bond Y | LSIIX | Intermediate Core-Plus Bond | 6.14% | 19 | 0.490% | Average | Institutional | $100,000 | ||
Loomis Sayles Investment Grade F/I | LSIGX | Intermediate Core-Plus Bond | 6.56% | 11 | 0.530% | Above Average | Institutional | $3.0 Mil | ||
Loomis Sayles Securitized Asset | LSSAX | Intermediate Core Bond | 6.32% | 4 | 0.000% | Low | No Load | $0 | ||
Natixis Vaughan Nelson Small Cap Value Y | NEJYX | Small Blend | 5.47% | 90 | 1.010% | Above Average | Institutional | $100,000 | ||
Oakmark Bond Advisor | OAYCX | Intermediate Core-Plus Bond | 6.47% | 11 | 0.540% | Above Average | Institutional | $100,000 | ||
Oakmark Bond Institutional | OANCX | Intermediate Core-Plus Bond | 6.49% | 11 | 0.520% | Above Average | Institutional | $250,000 | ||
Oakmark Bond R6 | OAZCX | Intermediate Core-Plus Bond | 6.58% | 10 | 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 Rating™ for Funds
Percentile Rank