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Natixis Moderate Diversified Portfolio
Fund focus
Natixis Moderate Diversified Portfolio combines both equity and fixed-income disciplines in a single, integrated portfolio. The
fund's equity disciplines feature U.S. growth and value as well as international investments. The fund's fixed-income discipline focuses
on U.S. investment-grade fixed-income securities.
What you should know
A portion of the fund employs a growth investment style that focuses on future expectations of a security. As a result, the fund may be exposed to greater volatility if these expectations are not met. A portion of the fund invests in value stocks, which can fall out of favor with investors and underperform growth stocks during certain market conditions. The international discipline invests in foreign securities, which involve risks not associated with domestic securities, such as currency fluctuations, differing political and economic conditions, and different accounting standards. The fixed-income discipline may invest in U.S. government and high-yield securities. The U.S. government guarantees the timely payment of principal and interest on some of these securities; however, the value of fund shares is not guaranteed and will fluctuate. Lowerrated securities are considered riskier than investment-grade securities because there is a greater rate of default among the issuers of such securities. Mutual funds that invest in bonds can lose their value as interest rates rise, and an investor can lose principal.
The Diversified Portfolio Concept
The fund is designed to offer investors access to a diversified portfolio of complementary investment disciplines from specialized money managers through investment in a single mutual fund. Diversifying across asset classes and styles in a single portfolio may help investors achieve more consistent returns with less volatility than with a fund managed in a single asset class or style. The portfolio is rebalanced primarily using cash flow to help maintain target allocations.
Portfolio Highlights
| Information is as of 7/31/2008* |
| FNMA, 4.000%, 2/01/2020 |
1.43%
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| Intel Corp. |
1.39% |
| FNMA, 5.000%, 8/01/2035 |
1.36% |
| FHLMC, 4.500%, 6/01/2035 |
1.35%
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| FNMA, 5.500%, 12/01/2035 |
1.26% |
View a complete list of holdings
for this fund.
Portfolio Managers
Managed by Loomis, Sayles & Company, L.P.
Large-Cap Growth Discipline
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| Mark Baribeau |
Pamela Czekanski |
Richard Skaggs |
Managed by Harris Associates
Large-Cap Value Discipline
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| Edward Loeb |
Michael Mangan |
Diane Mustain |
Managed by Active Investment Advisors
International Value Discipline
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| Kevin Maeda |
Serena Ng |
Managed by Dreman Value Management
Mid Cap Value Discipline
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| David Dreman |
F. James Hutchinson |
Mark Roach |
Managed by Loomis, Sayles & Company, L.P.
Core Fixed Income Discipline
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| John Hyll |
Clifton V. Rowe |
Kay Vang |
Kurt L. Wagner |
The following information regarding this Fund is also available:
Investors should be aware that small-cap and emerging growth companies are more volatile than the overall market.This fund may invest in initial public offerings (IPOs), which may have significant risk, impact the fund's performance, and result in increased tax liability to shareholders. These risks affect your investment's value. See a prospectus for details.
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