Loomis Sayles Mid Cap Growth Y

The investment seeks long-term capital growth.
The fund primarily invests at least 80% of its net assets in common stocks or other equity securities, including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in companies whose market capitalization falls within the Russell Midcap® Growth Index. It may invest any portion of its assets in securities of Canadian issuers and up to 20% of its assets in other foreign securities, including emerging markets securities.

Key stats

Management firm  Natixis Funds
Domicile  United States
Fund Administrator  NGAM Advisors, L.P.
Global Branding Name  Natixis
Fund Status  OBSOLETE
Fund currency  USD
Launch Date  1996-12-31
Obsolete Date  2014-03-14
ISIN  US5434877974
SEDOL  2231499
Manager 1 Name  Philip Fine
Fund Strategy  Mid-Cap Growth
Benchmark  Russell Mid Cap Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-02-28
Return - 1 Month  8.00%
Return - 2 Months  16.58 %
Return - 3 Months  20.63%
Return - 6 Months  28.48 %
Return - 9 months  38.88 %
Return - 12 Months  47.57%
Annualized return 24 months  25.99 %
Annualized return 36 months  15.08 %
Annualized return 48 months  22.43 %
Annualized return 60 months  26.27 %
Return 120 months  11.97 %
Annualized return since Inception  10.41%
Return YTD  16.58%

Ratings

Morning Star Rating Date   2014-02-28
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - Overall  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating

Charges

Minimum Investment  $100,000
Maximum Managment Charge  0.75 %

Contact

Contact Address  Natixis Funds
Contact Address 2  399 Boylston Street
Contact Address 3  Boston, MA 02116
Contact city  Boston
Contact country  United States
Fund Admin Group  Natixis Funds
Web Address  NGAM.natixis.com
Email contact  NatixisFunds@ngam.natixis.com
Custodian  State Street Bank & Trust Co
Phone  (800) 862-4863

Price

Last Price Date  2014-03-14
Pre-tax nav  36.83

Funds Disclaimer

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Ratings Disclaimer

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