| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
4
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
U.S. News evaluated 201 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 12.72 percent over the past year, 11.07 percent over the past three years, and 7.76 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.0% |
| 1 Year | 12.7% |
| 3 Years (Annualized) | 11.1% |
| 5 Years (Annualized) | 7.8% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks current income; capital appreciation is a secondary objective. The fund is designed to offer investors access to a diversified portfolio of complementary income-producing investment disciplines from specialized money managers through investment in a single mutual fund. It may invest in equity securities, including common stocks and preferred stocks. The fund may invest a significant portion of its assets in REITs and companies in the real-estate industry. It may invest in securities offered in initial public offerings ("IPOs") and Rule 144A securities. The fund may invest in convertible preferred stock and convertible debt securities.
Fees
Fees are Above Average compared to funds in the same category.
Natixis Diversified Income Fund has an expense ratio of 1.86 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
