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Loomis Sayles Multi-Asset Income A

IIDPX
13.43
+0.02
+0.15%
5/27/2016
5 Years
  • Previous Close

    13.41

  • Net Assets

    59.52M

  • Yield

    2.88%

  • Front load

    4.25

  • Expenses

    1.04%

  • Category

    Allocation--50% to 70% Equity

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Natixis Funds

Fund Style

Open

Fund Manager

Thomas Fahey

Investment Style

Large Value

The investment seeks current income with a secondary objective of capital appreciation. Under normal market conditions, the fund will typically invest between 20% and 80% of its assets in fixed-income securities and between 30% and 70% in equity securities. It may also invest up to 25% of its assets in publicly traded master limited partnerships ("MLPs"). The fund may invest in below investment grade fixed-income securities (commonly known as "junk bonds").

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 1,000
Initial Purchase: AIP 1,000

Inception

11/17/2005

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