Loomis Sayles Disciplined Equity Y
399 Boylston Street 12th Floor Boston MA 02116
Map
Phone: 800-225-5478
| Category: | Large Growth | | Fund Family: | Natixis Funds | | Net Assets: | 27.98M | | Year-to-Date Return: | 19.40% | | Yield: | 0.88% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jul-00 |
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Brian James
Lead Manager since
01-Jul-05 | | | Brian James, CFA: began investment career in 1980; joined Loomis Sayles in 1988; has managed the Fund since inception; MBA, Harvard University. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital growth. The fund invests at least 80% of its net assets (plus any borrowings made for investment purposes) in equity securities and securities and other investments convertible into equity securities (such as convertible bonds and warrants) or whose returns are derived from equity securities. It generally focuses on securities of large capitalization companies, but may invest in companies of any size. The fund may invest 20% of assets in other foreign securities, including emerging markets securities. |
| Last Dividend
(9-Dec-09):
| 0.04 | | Last Cap Gain
(10-Dec-07):
| 0.97 | | Annual Holdings Turnover
| 180.00% | | Average for Category:
| 112.30% |
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| Expense | LISRX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.50% Nasdaq 
0.04 (0.58%) 
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