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.

  • $88.31 million Total Net Assets (as of 09/23/2020)
  • Global Real Estate Morningstar Category™

AlphaSimplexTactical U.S. Market Fund

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

  • $23.40 million Total Net Assets (as of 09/23/2020)
  • Large Growth Morningstar Category™

Loomis SaylesGlobal Allocation Fund

A flexible asset allocation fund managed by a veteran team that searches for the best values in the global equity and fixed income markets.

  • $3.95 billion Total Net Assets (as of 09/23/2020)
  • 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.

  • $90.42 million Total Net Assets (as of 09/23/2020)
  • 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.

  • $11.00 billion Total Net Assets (as of 09/23/2020)
  • Large Growth Morningstar Category™

MirovaGlobal Sustainable Equity Fund

A high conviction, multi-thematic world stock fund that fully integrates ESG considerations throughout the process to manage risk and generate competitive long-term returns.

  • $362.39 million Total Net Assets (as of 09/23/2020)
  • 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.

  • $18.39 million Total Net Assets (as of 09/23/2020)
  • Foreign Large Blend Morningstar Category™

Natixis Seeyond International Minimum Volatility ETF (MVIN)

Actively managed equity ETF that seeks to outperform international markets over the long term while reducing equity market risk.

  • $15.95 million Total Net Assets (as of 09/29/2020)
  • 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.

  • $834.04 million Total Net Assets (as of 09/23/2020)
  • Large Growth Morningstar Category™

OakmarkEquity and Income Fund

Actively managed balanced fund and core holding run by veteran manager Clyde McGregor since 1995.

  • $8.12 billion Total Net Assets (as of 06/30/2020)
  • Allocation--50% to 70% Equity Morningstar Category™

OakmarkFund

Concentrated, actively managed large blend US equity fund.

  • $11.40 billion Total Net Assets (as of 06/30/2020)
  • Large Blend Morningstar Category™

OakmarkGlobal Fund

Concentrated, actively managed flexible, all cap world stock fund.

  • $1.19 billion Total Net Assets (as of 06/30/2020)
  • World Large Stock Morningstar Category™

OakmarkGlobal Select Fund

Concentrated, actively managed high-conviction world stock fund.

  • $1.33 billion Total Net Assets (as of 06/30/2020)
  • 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.

  • $21.82 billion Total Net Assets (as of 06/30/2020)
  • Foreign Large Blend Morningstar Category™

OakmarkInternational Small Cap Fund

Foreign, actively managed small-/mid-blend equity fund.

  • $1.12 billion Total Net Assets (as of 06/30/2020)
  • Foreign Small/Mid Blend Morningstar Category™

OakmarkSelect Fund

Concentrated, high-conviction US mid-/large-cap equity fund.

  • $3.57 billion Total Net Assets (as of 06/30/2020)
  • Large Blend Morningstar Category™

Vaughan NelsonEmerging Markets Opportunities Fund

High-conviction emerging markets stock fund that seeks significant returns by investing in stocks of companies with undervalued assets, growth, or dividends.

  • $23.15 million Total Net Assets (as of 09/29/2020)
  • Diversified Emerging Mkts Morningstar Category™

Vaughan NelsonInternational Small Cap Fund

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

  • $18.41 million Total Net Assets (as of 09/29/2020)
  • Foreign Small/Mid Value Morningstar Category™

Vaughan NelsonMid Cap Fund

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

  • $228.06 million Total Net Assets (as of 09/23/2020)
  • Mid-Cap 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.

  • $185.52 million Total Net Assets (as of 09/23/2020)
  • 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.

  • $84.17 million Total Net Assets (as of 09/23/2020)
  • Small Blend Morningstar Category™

WCM China Quality Growth Fund

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

  • $4.86 million Total Net Assets (as of 09/29/2020)
  • China Region Morningstar Category™

WCM Focused ESG Emerging Markets Fund

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

  • $0.72 million Total Net Assets (as of 09/29/2020)
  • Diversified Emerging Mkts Morningstar Category™

WCM Focused ESG International Fund

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

  • $0.75 million Total Net Assets (as of 09/29/2020)
  • Foreign Large Blend Morningstar Category™

WCM Focused Emerging Markets Fund

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

  • $851.65 million Total Net Assets (as of 09/29/2020)
  • Diversified Emerging Mkts Morningstar Category™

WCMFocused Global Growth Fund

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

  • $398.93 million Total Net Assets (as of 09/29/2020)
  • World Large Stock Morningstar Category™

WCMFocused International Growth Fund

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

  • $17.54 billion Total Net Assets (as of 09/29/2020)
  • Foreign Large Growth Morningstar Category™

WCMFocused Small Cap Fund

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

  • $56.49 million Total Net Assets (as of 09/29/2020)
  • Small Value 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.

  • $284.28 million Total Net Assets (as of 09/29/2020)
  • Foreign Small/Mid Growth Morningstar Category™

WCMSmall Cap Growth Fund

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

  • $28.97 million Total Net Assets (as of 09/29/2020)
  • Small 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.

Natixis Distribution, L.P. is a marketing agent for the Oakmark Funds, a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.

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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