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
Share Class Type
1 to 25 of 167 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 Global Allocation Y | LSWWX | Global Allocation | 3.11% | 17 | 0.920% | Above Average | Institutional | $100,000 | ||
| Loomis Sayles Investment Grade Bond N | LGBNX | Intermediate Core-Plus Bond | −2.02% | 23 | 0.440% | Below Average | Institutional | $1.0 Mil | ||
| Loomis Sayles Investment Grade Bond Y | LSIIX | Intermediate Core-Plus Bond | −1.93% | 24 | 0.490% | Average | Institutional | $100,000 | ||
| Loomis Sayles Securitized Asset | LSSAX | Intermediate Core Bond | — | −2.69% | 19 | — | Low | No Load | — | |
| Natixis Oakmark A | NEFOX | Large Value | 7.53% | 18 | 1.050% | Average | Front Load | $2,500 | ||
| Natixis Oakmark N | NOANX | Large Value | 7.63% | 18 | 0.750% | Above Average | Institutional | $1.0 Mil | ||
| Natixis Oakmark Y | NEOYX | Large Value | 7.01% | 18 | 0.800% | Above Average | Institutional | $100,000 | ||
| Natixis Sustainable Future 2030 N | NSFFX | Target-Date 2030 | 1.79% | 23 | 0.520% | Above Average | Institutional | $1.0 Mil | ||
| Natixis Vaughan Nelson Select N | VNSNX | Large Blend | 3.92% | 84 | 0.800% | Above Average | Institutional | $1.0 Mil | ||
| Natixis Vaughan Nelson Select Y | VNSYX | Large Blend | 3.92% | 84 | 0.850% | Above Average | Institutional | $100,000 | ||
| Natixis Vaughan Nelson Small Cap Value A | NEFJX | Small Blend | 1.38% | 26 | 1.250% | Average | Front Load | $2,500 | ||
| Natixis Vaughan Nelson Small Cap Value C | NEJCX | Small Blend | 1.23% | 37 | 2.000% | Average | Level Load | $2,500 | ||
| Natixis Vaughan Nelson Small Cap Value N | VSCNX | Small Blend | 1.49% | 27 | 0.950% | Average | Institutional | $1.0 Mil | ||
| Natixis Vaughan Nelson Small Cap Value Y | NEJYX | Small Blend | 0.45% | 25 | 1.000% | Above Average | Institutional | $100,000 | ||
| Oakmark Advisor | OAYMX | Large Value | 7.64% | 22 | 0.700% | Average | Institutional | $100,000 | ||
| Oakmark Bond Advisor | OAYCX | Intermediate Core-Plus Bond | — | −1.67% | 19 | 0.540% | Above Average | Institutional | $100,000 | |
| Oakmark Bond Institutional | OANCX | Intermediate Core-Plus Bond | — | −1.78% | 17 | 0.520% | Above Average | Institutional | $250,000 | |
| Oakmark Bond R6 | OAZCX | Intermediate Core-Plus Bond | — | −2.08% | 18 | 0.440% | Average | Retirement, Large | $1.0 Mil | |
| Oakmark Institutional | OANMX | Large Value | 6.80% | 22 | 0.680% | Average | Institutional | $250,000 | ||
| Oakmark Investor | OAKMX | Large Value | 6.72% | 23 | 0.910% | Above Average | No Load | — | ||
| Oakmark R6 | OAZMX | Large Value | 6.81% | 19 | 0.630% | Average | Retirement, Large | $1.0 Mil | ||
| Gateway Equity Call Premium A | GCPAX | Options Trading | 4.40% | 35 | 0.930% | Low | Front Load | $2,500 | ||
| Gateway Equity Call Premium N | GCPNX | Options Trading | 4.48% | 29 | 0.630% | Low | Institutional | $1.0 Mil | ||
| Gateway Equity Call Premium Y | GCPYX | Options Trading | 3.46% | 30 | 0.680% | Below Average | Institutional | $100,000 | ||
| Loomis Sayles Core Plus Bond N | NERNX | Intermediate Core-Plus Bond | −3.41% | 82 | 0.400% | Below Average | Institutional | $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