Natixis Income Diversified A
399 Boylston Street 12th Floor Boston MA 02116
Map
Phone: 800-225-5478
| Category: | Conservative Allocation | | Fund Family: | Natixis Funds | | Net Assets: | 33.31M | | Year-to-Date Return: | 30.17% | | Yield: | 3.45% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Nov-05 |
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Clifton V. Rowe
Lead Manager since
17-Nov-05 | | | Rowe has been a portfolio manager with Loomis Sayles since June 2000. Rowe, vice president and portfolio manager of the Fixed Income Group, began his investment career and joined Loomis Sayles in 1992. During his tenure he has held the roles of portfolio assistant, research analyst, mortgage trader and portfolio manager. Rowe has over 13 years of investment experience. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $10,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income; capital appreciation is a secondary objective. The fund principally invests in income producing fixed-income and equity securities. It is designed to offer investors access to a diversified portfolio of complementary income producing investment disciplines from specialized money managers through investment in a single mutual fund. |
| Last Dividend
(20-Nov-09):
| 0.02 | | Last Cap Gain
(25-Apr-08):
| 0.10 | | Annual Holdings Turnover
| 23.00% | | Average for Category:
| 75.60% |
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| Expense | IIDPX | Category
Avg | | Total Expense Ratio: | %
| 0.86% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 4.50%
| 4.91% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $642 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $987 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,946 |
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0.63% Nasdaq 
0.03%
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