What are your investment goals?

Every investor has different goals and priorities. That’s why Natixis offers a broad range of funds designed to address a variety of specific concerns.

   Portfolio Applications

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Aim for Growth

Each fund aims for growth by investing in securities that meet the portfolio managers’ strict investment criteria. Funds differ by philosophy, relative concentration, and the types of securities in their investment universe.

AEWGlobal Focused Real Estate Fund

Alternative income and return potential from active REIT manager. Value-oriented equity strategy diversified across property types and geographic regions.

  • $111.88 million Total Net Assets (as of 09/13/2019)
  • Global Real Estate Morningstar Category™

ASGTactical U.S. Market Fund

Equity allocation that uses a proprietary risk model to tactically adjust market exposure to US equities.

  • $234.46 million Total Net Assets (as of 09/13/2019)
  • Long-Short Equity Morningstar Category™

Loomis SaylesGlobal Allocation Fund

Pursues potentially attractive risk-adjusted returns from a high-conviction stock and bond portfolio, actively managed by a veteran team. Founded 1996.

  • $3.08 billion Total Net Assets (as of 09/13/2019)
  • World Allocation Morningstar Category™

Loomis SaylesGlobal Growth Fund

High-conviction world stock fund run by Aziz Hamzaogullari. Focuses only on companies believed to have long-term secular growth and sustainable business models.

  • $75.91 million Total Net Assets (as of 09/13/2019)
  • World Large Stock Morningstar Category™

Loomis SaylesGrowth Fund

High-conviction US stock fund run by Aziz Hamzaogullari. Focuses only on companies believed to have long-term secular growth and sustainable business models.

  • $8.95 billion Total Net Assets (as of 09/13/2019)
  • Large Growth Morningstar Category™

MirovaGlobal Sustainable Equity Fund

Actively managed world stock fund that combines ESG research with sustainable development trends to manage risk and seek competitive returns.

  • $111.02 million Total Net Assets (as of 09/13/2019)
  • World Large Stock Morningstar Category™

MirovaInternational Sustainable Equity Fund

Diversify internationally and pursue long-term returns with a fund that integrates Environmental, Social and Governance principles across the investment process.

  • $14.86 million Total Net Assets (as of 09/13/2019)
  • Foreign Large Blend Morningstar Category™

Natixis Seeyond International Minimum Volatility ETF

Foreign large blend low-volatility equity ETF that seeks to outperform broad international equities over a full market cycle while reducing risk.

  • $26.51 million Total Net Assets (as of 09/13/2019)
  • Foreign Large Blend Morningstar Category™

NatixisU.S. Equity Opportunities Fund

Actively managed core US equity fund that combines the expertise of Bill Nygren of Harris Associates and Aziz Hamzaogullari of Loomis Sayles.

  • $972.36 million Total Net Assets (as of 09/13/2019)
  • Large Growth Morningstar Category™

OakmarkEquity and Income Fund

Actively managed balanced fund and core holding for risk-averse investors run by veteran manager Clyde McGregor since 1995.

  • $12.51 billion Total Net Assets (as of 06/30/2019)
  • Allocation--50% to 70% Equity Morningstar Category™

OakmarkFund

Core large blend US equity value fund actively managed by veterans Bill Nygren and Kevin Grant since 2000.

  • $17.76 billion Total Net Assets (as of 06/30/2019)
  • Large Blend Morningstar Category™

OakmarkGlobal Fund

Flexible, all-cap world stock fund actively managed by industry veterans David Herro and Clyde McGregor.

  • $1.71 billion Total Net Assets (as of 06/30/2019)
  • World Large Stock Morningstar Category™

OakmarkGlobal Select Fund

Concentrated, high-conviction world stock fund co-managed by veteran value investors Bill Nygren and David Herro since 2006.

  • $1.89 billion Total Net Assets (as of 06/30/2019)
  • World Large Stock Morningstar Category™

OakmarkInternational Fund

Flexible, focused foreign large-blend fund actively managed by award-winning value investor David Herro since its inception in 1992.

  • $32.95 billion Total Net Assets (as of 06/30/2019)
  • Foreign Large Blend Morningstar Category™

OakmarkInternational Small Cap Fund

Foreign small-/mid-blend equity fund run by acclaimed value manager David Herro since 1995. May complement a core US equity investment.

  • $1.49 billion Total Net Assets (as of 06/30/2019)
  • Foreign Small/Mid Blend Morningstar Category™

OakmarkSelect Fund

Focused, high-conviction US mid-/large-cap equity fund managed by acclaimed value investor Bill Nygren since 1996.

  • $4.78 billion Total Net Assets (as of 06/30/2019)
  • Large Blend Morningstar Category™

Vaughan NelsonSelect Fund

High-conviction value stock fund that seeks significant returns using flexibility across market cap, style and other investment types.

  • $221.51 million Total Net Assets (as of 09/13/2019)
  • Large Blend Morningstar Category™

Vaughan NelsonSmall Cap Value Fund

High-conviction small-cap value fund that seeks significant returns by investing in stocks of companies with undervalued assets, growth, or dividends.

  • $122.84 million Total Net Assets (as of 09/13/2019)
  • Small Blend Morningstar Category™

Vaughan NelsonValue Opportunity Fund

High-conviction small/mid-cap value fund that seeks significant returns by investing in stocks of companies with undervalued assets, growth, or dividends.

  • $391.60 million Total Net Assets (as of 09/13/2019)
  • Mid-Cap Blend Morningstar Category™

WCM Focused Emerging Markets Fund

An actively managed emerging market equity fund built on a strong bottom-up fundamental research framework.

  • $69.19 million Total Net Assets (as of 09/13/2019)
  • Diversified Emerging Mkts Morningstar Category™

WCMFocused Global Growth Fund

An actively managed global growth fund built on a strong bottom-up fundamental research framework.

  • $124.94 million Total Net Assets (as of 09/13/2019)
  • World Large Stock Morningstar Category™

WCMFocused International Growth Fund

An actively managed international growth fund built on a strong bottom-up fundamental research framework.

  • $9.67 billion Total Net Assets (as of 09/13/2019)
  • Foreign Large Growth Morningstar Category™

WCM International Small Cap Growth Fund

An actively managed international small cap growth fund built on a strong bottom-up fundamental research framework.

  • $30.83 million Total Net Assets (as of 09/13/2019)
  • Foreign Small/Mid Growth Morningstar Category™

Investing involves risk, including the risk of loss. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

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.

Exchange-Traded Funds (ETFs) trade like stocks, are subject to investment risk, and will fluctuate in market value. Unlike mutual funds, ETF shares are not individually redeemable directly with the Fund, and are bought and sold on the secondary market at market price, which may be higher or lower than the ETF's net asset value (NAV). Transactions in shares of ETFs will result in brokerage commissions, which will reduce returns.

ALPS Distributors, Inc. is the distributor for the Natixis Seeyond International Minimum Volatility ETF and the Natixis Loomis Sayles Short Duration Income ETF. Natixis Distribution, L.P. is a marketing agent. ALPS Distributors, Inc. is not affiliated with Natixis Distribution, L.P.

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