Awards and recognition | Natixis Investment Managers

Most Generous Employees

Natixis Investment Managers was recognized by the Boston Business Journal as having the most generous employees for the 11th time in 12 years.

Largest Charitable Corporation

Natixis Investment Managers was named among the top charitable corporations by the Boston Business Journal, placing 54th out of 100 firms.

LSEG Lipper Fund Awards 2024 (US):

Harris Associates/Oakmark Funds, Natixis Advisors, and WCM funds earned accolades for achieving consistently strong risk-adjusted performance relative to their peers for the period ending November 30, 2023. LSEG announced award and certificate recipients on March 14, 2024, including the following:²

Oakmark Equity and Income, Institutional Class [OANBX] – Ranked best Mixed-Asset Target Allocation Moderate Fund for the three-year period (127 eligible US funds, 544 share classes).
Natixis Oakmark Fund, N Class [NOANX] – Ranked best Mid-Cap Value Fund for the five-year period (174 eligible US funds, 542 share classes).
WCM Focused International Growth Fund, Institutional Class [WCMIX] – Ranked best International Large-Cap Growth Fund for the 10-year period (51 eligible US funds, 198 share classes).

Investor's Business Daily's Best Mutual Funds 2023 Awards:

Natixis Funds, Vaughan Nelson, and Loomis Sayles funds were recognized for outperforming their benchmark indexes for the past one-, three-, five- and 10-year periods as of December 31, 2022.³

Best Blend Stock: 14 out of 405 funds with 10-year track records recognized

Natixis Vaughan Nelson Select, Class Y [VNSYX] – Ranked #1

Large-Cap Stock: 21 out of 700 funds with 10-year track records recognized

Natixis Vaughan Nelson Select, Class Y [VNSYX] – Top 5 ranking

U.S. Diversified Stock: 30 out of 1,302 funds with 10-year track records (2%) recognized

Natixis Vaughan Nelson Select, Class Y [VNSYX]

U.S. Taxable Bond: 350 out of 777 funds with 10-year track records recognized

Loomis Sayles High Income Opportunities, Institutional Class [LSIOX]
Loomis Sayles Institutional High Income, Institutional Class [LSHIX]
Loomis Sayles Senior Floating Rate and Fixed Income, Class Y [LSFYX]
Loomis Sayles Fixed Income, Institutional Class [LSFIX]
Loomis Sayles Investment Grade Bond, Class Y [LSIIX]
Loomis Sayles Strategic Alpha, Class Y [LASYX]
Loomis Sayles Investment Grade Fixed Income, Institutional Class [LSIGX]
Loomis Sayles Securitized Asset, Institutional Class [LSSAX]
Loomis Sayles Intermediate Duration Bond, Class Y [LSDIX]
Loomis Sayles Core Plus Bond, Class A [NEFRX]

Media contacts

Global

Ted Meyer
617-449-2507
email

North America

Kelly Cameron
617-449-2543
email

General media inquiries

Media Relations
617-449-2525
email

The Newsroom contains information about Natixis Investment Managers and its affiliates from around the world. Not all affiliates, products or services referenced in this area are available in the United States. Nothing in this area is intended to be an offer or solicitation of products or services in any jurisdiction.

¹ In September 2023, the Boston Business Journal hosted its annual BBJ Corporate Citizenship Awards that convened business leaders on the topics of corporate philanthropy and social responsibility. Natixis Investment Managers and its Boston-based associates earned the following accolades: Named a 2023 Largest Corporate Charitable Contributor (54th out of 100 firms with more than $1 million charitable donations to Massachusetts-based organizations in 2022), and the Most Generous Employees distinction (average $895 donation per Boston-based associate in 2022).

²LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed. LSEG Lipper Fund Awards, © 2024 LSEG. All rights reserved. Used under license. Methodology: The merit of the winners is based on objective, quantitative criteria. The influential and prestigious LSEG Lipper Fund Awards are based on our Lipper Leaders Rating for Consistent Return. Individual classifications of three, five, and 10-year periods, as well as fund families with high average scores for the three-year period, are also recognized. The awards are based on LSEG Lipper’s proven proprietary methodology, which can be viewed here.

³Investor's Business Daily's Best Mutual Funds 2023 Awards recognized funds that outperformed their benchmark index as of December 31, 2022. IBD considered funds that had a track record of at least 10 years and identified those that beat their benchmark for the latest one-year, three-year, five-year, and 10-year periods. IBD compared the performance of approximately 7,500 funds that have been around for at least 10 years and found that 488 beat their benchmark index in those four periods. Funds in 13 categories qualified.

Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.

000000.0.0