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Natixis Income Diversified Portfolio
Fund focus
Natixis Income Diversified Portfolio combines both fixed-income and income-generating
equity securities in a single, integrated portfolio. The fund seeks to generate
attractive yield with the potential for capital appreciation, with modest risk
to principal.
What you should know
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 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. Lower-rated 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. As interest rates rise, fixed-income securities may lose value. A portion of the fund invests in real estate investment trusts (REITs).While the fund offers the diversification benefits of real estate investments, it is also subject to the risks unique to that market, including fluctuating property values and interest rates, along with changing tax laws.
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 9/30/2008* |
| Simon Property Group, Inc. |
2.36%
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| U.S. Treasury Bond, 3.375%, 4/15/2032 |
2.32%
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| Public Storage, Inc. |
1.66%
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| Equity Residential |
1.62%
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| Boston Properties, Inc. |
1.48%
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View a complete list of holdings
for this fund.
Portfolio Managers
Managed by AEW Management and Advisors
Diversified REITs
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| Matthew Troxell |
Managed by Active Investment Advisors
Dividend Equity
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| Kevin Maeda |
Serena Ng |
Managed by Loomis, Sayles
& Company, L.P.
Multisector Bond
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 |
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| Matt Eagan |
Kathleen Gaffney |
Elaine Stokes |
Managed by Loomis, Sayles
& Company, L.P.
Inflation Protection Securites
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| John Hyll |
Clifton Rowe |
The following information regarding this Fund is also available:
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