Paris-based Natixis Investment Managers is the parent to more than 20 asset managers of very different sizes globally, some of the largest being US-based Loomis Sayles and Harris Associates, which manages the Oakmark funds. Each affiliate maintains a large degree of autonomy in terms of investment process, hiring decisions, and operations.
Natixis
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
108.05 BilInvestment Flows (TTM)
−14.11 BilAsset Growth Rate (TTM)
−10.80%# of Share Classes
183
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 24 | |
| 35 | |
| 52 | |
| 35 | |
| 20 | |
| Not Rated | 17 |
0%
25
50
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Natixis Vaughan Nelson Select A | 3 | |
| Loomis Sayles Investment Grade Bond A | 7 | |
| AlphaSimplex Mgd Futs Strat A | 15 | |
| Natixis Vaughan Nelson Small Cap Value A | 15 | |
| Mirova Global Sustainable Equity A | 16 |
Morningstar Mentions
3 Steps to Integrating ESG Into 401(k) Plans
Adding sustainable funds will take time but could improve retirement readiness for many participants.
U.S. and International-Equity Funds Continue Their Slide
Growth funds hold up better than their value counterparts, but year-to-date performance is still ugly.
RMD Sticker Shock? How to Ease Your Tax Burden
A rule change eases regulations for ESG funds in 401(k) plans and why it’s likely not game over for the Microsoft-Activision Blizzard deal.
Quick Definitions: Key Morningstar Terms
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
Morningstar Analyst Rating for Funds™
The Morningstar Analyst Rating` for funds is a forward-looking, qualitative rating. It helps investors find funds most likely to outperform their peers over a full market cycle.
Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.