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Loomis Sayles wins Equity Fund Family Award

Our affiliate, Loomis Sayles & Company, was recognized by Lipper as the Top Equity Fund Family in the large company category for three-year performance through 12/31/07.2 Loomis Sayles applies a disciplined, research-driven investment style to stock fund management – and it shows in this year's results. The award considered all eight1 Loomis equity funds, four of which are available through Natixis Funds:

Loomis income fund awards
Loomis Sayles fixed-income expertise continues to shine as well1:

  • Loomis Sayles Strategic Income Fund, Class A, (NEFZX) – Received the award in the Multisector Income Funds category for the 10-year period (out of 59 funds)3
  • Loomis Sayles Strategic Income Fund, Class Y, (NEZYX) – Received the award in the Multisector Income Funds category for the 3- and 5-year periods (out of 108 and 87 funds, respectively)3

Best of Loomis equity and fixed income in one Fund
Bring it all together with a fund that combines Loomis' top equity and fixed-income expertise:



1 Loomis Sayles Mid Cap Growth Fund, Loomis Sayles Small Cap Growth Fund, Loomis Sayles Small Cap Value Fund, and Loomis Sayles Tax-Managed Equity Fund were also included in the Equity Fund Family award. Loomis Sayles Institutional High Income Fund won for performance achievement in the High Current Yield category for 5- and 10-year periods (out of 333 and 147 funds, respectively)

Source: Lipper, Inc. – Lipper is a leading global provider of mutual fund information. The Lipper Fund Awards is part of an annual, global program of events, held in 18 countries, to reward funds that have delivered consistently strong risk-adjusted performance relative to their peers. The winners were selected using the Lipper Leader rating for Consistent Return for the period ending December 31, 2007.

2 Methodology: Loomis Sayles ranked #1 out of 47 eligible firms. Large complexes are defined as fund families with more than $28 billion in total net assets. Asset class group awards are given to fund groups with at least five equity, five bond, or three mixed-asset portfolios in the respective asset classes. The lowest average decile rank of the three-year consistent return measure of eligible funds per asset class and group determined the asset class group award winner over the three-year period. In cases of identical results, the lower average percentile rank determined the winner. Asset class group awards were given to the best large and small groups separately. Small groups must have at least three distinct portfolios in one of the asset classes – equity, bond, or mixed-asset.

Past performance is no guarantee of future results. Investment return and principal value may fluctuate so that shares when redeemed, may be worth more or less than their original cost.

Calculation and Rating: Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns, adjusted for volatility, relative to peers. Ratings for Consistent Return are computed for all Lipper classifications with five or more distinct portfolios and span both equity and fixed income funds (e.g., large-cap core, general U.S. Treasury, etc.). The ratings are subject to change every month and are calculated for the following periods: three-year, five-year, ten-year, and overall. The overall calculation is based on an equal-weighted average of percentile ranks for the Consistent Return metrics over three-, five-, and ten-year periods (if applicable). The highest 20% of funds in each classification are named Lipper Leaders for Consistent Return, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2, and the lowest 20% are rated 1.

3 Because the Fund(s) can invest a significant percentage of assets in debt securities that are rated below investment grade the value of fund shares can be adversely affected by changes in economic conditions or other circumstances. These events could reduce or eliminate the capacity of issuers of these securities to make principal and interest payments. Lower rated debt securities have speculative characteristics because of the credit risk of their issuers and may be subject to greater price volatility than higher rated investments. In addition, the secondary market for these securities may lack liquidity which, in turn, may adversely affect the value of these securities and that of the Fund. Accordingly, the purchase of fund shares should be viewed as a long-term investment.

4 Because the Fund(s) can invest a significant percentage of assets in foreign securities the value of the Fund shares can be adversely affected by changes in currency exchange rates, political, and economic developments. In emerging markets these risks can be significant. The Fund is subject to currency risk, which is the risk that fluctuations in exchange rates between the U.S. dollar and foreign currencies may cause the value of a Fund's investments to decline. Funds that invest in securities denominated in, or receive revenues in, foreign currency are subject to currency risk. Accordingly, the purchase of fund shares should be viewed as a long-term investment.

Fixed-income securities are particularly sensitive to fluctuations in interest rates. As interest rates rise, funds that invest in these securities may lose value and investors may lose principal.

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