Natixis CGM Advisor Targeted Equity A
399 Boylston Street 12th Floor Boston MA 02116
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Phone: 800-225-5478
| Category: | Large Growth | | Fund Family: | Natixis Funds | | Net Assets: | 651.76M | | Year-to-Date Return: | 23.76% | | Yield: | 0.63% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Nov-68 |
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G. Kenneth Heebner
Lead Manager since
31-Dec-76 | | | Heebner is general partner and portfolio manager with Capital Growth Management, instrumental in helping launch the firm in 1990. Previously, he spent 12 years as the head of the portfolio management group for Loomis Sayles & Company. Heebner also served as vice president with Scudder Stevens and Clark from 1971 to 1976. He began his career in 1965 as an economist with A & H Kroeger. Heebner holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity investments. It generally invests in a focused portfolio of common stocks of large capitalization companies that grow at a faster rate than that of the overall United States economy. The management may select stocks based upon overall economic factors. The fund does not invest in small capitalization companies. |
| Last Dividend
(15-Dec-09):
| 0.05 | | Last Cap Gain
(14-Apr-08):
| 0.44 | | Annual Holdings Turnover
| 211.00% | | Average for Category:
| 112.30% |
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| Expense | NEFGX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 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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0.02% Nasdaq 
0.33%
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