Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
1 to 25 of 150 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Oakmark Bond Fund Institutional Class | OANCX | Intermediate Core-Plus Bond | −0.77% | 30 | 0.350% | Low | Institutional | $250,000 | ||
| Oakmark Bond Fund R6 Class | OAZCX | Intermediate Core-Plus Bond | −0.74% | 28 | 0.300% | Low | Retirement, Large | $1M | ||
| Oakmark Bond Fund Advisor Class | OAYCX | Intermediate Core-Plus Bond | −0.93% | 41 | 0.450% | Average | Institutional | $100,000 | ||
| Loomis Sayles Investment Grade Bond Fund Class Y | LSIIX | Intermediate Core-Plus Bond | −0.98% | 45 | 0.480% | Average | Institutional | $100,000 | ||
| Loomis Sayles Strategic Alpha Fund Class Y | LASYX | Nontraditional Bond | — | 0.91% | 45 | 0.700% | Below Average | Institutional | $100,000 | |
| Oakmark Bond Fund Investor Class | OAKCX | Intermediate Core-Plus Bond | −0.95% | 44 | 0.740% | Above Average | No Load | $0 | ||
| Gateway Equity Call Premium Fund Class Y | GCPYX | Derivative Income | 10.48% | 47 | 0.680% | Low | Institutional | $100,000 | ||
| Gateway Equity Call Premium Fund Class A | GCPAX | Derivative Income | 10.27% | 48 | 0.930% | Low | Front Load | $2,500 | ||
| Loomis Sayles Limited Term Government And Agency Fund Class N | LGANX | Short Government | — | 0.76% | 51 | 0.400% | Average | Institutional | $1M | |
| Natixis Funds Trust II Vaughan Nelson Mid Cap Fund Class A | VNVAX | Mid-Cap Blend | 14.16% | 41 | 1.100% | Below Average | Front Load | $2,500 | ||
| Loomis Sayles Investment Grade Bond Fund Class N | LGBNX | Intermediate Core-Plus Bond | −1.05% | 50 | 0.430% | Below Average | Institutional | $1M | ||
| Natixis Funds Trust II Vaughan Nelson Mid Cap Fund Class Y | VNVYX | Mid-Cap Blend | 14.37% | 40 | 0.850% | Average | Institutional | $100,000 | ||
| Gateway Equity Call Premium Fund Class N | GCPNX | Derivative Income | 10.53% | 45 | 0.630% | Low | Institutional | $1M | ||
| Loomis Sayles Small/Mid Cap Growth Fund Institutional Class | LSMIX | Small Growth | 9.76% | 51 | 0.850% | Below Average | Institutional | $100,000 | ||
| Loomis Sayles High Income Opportunities Fund Institutional Class | LSIOX | High Yield Bond | — | 2.16% | 11 | 0.000% | Low | Institutional | $0 | |
| Gateway Equity Call Premium Fund Class C | GCPCX | Derivative Income | 9.56% | 50 | 1.680% | Low | Level Load | $2,500 | ||
| Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class Y | NRFYX | Global Real Estate | 6.01% | 22 | 0.900% | Average | Institutional | $100,000 | ||
| Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class N | NRFNX | Global Real Estate | 6.03% | 22 | 0.850% | Average | Institutional | $1M | ||
| Loomis Sayles Limited Term Government and Agency Fund Class Y | NELYX | Short Government | — | 0.72% | 52 | 0.450% | Average | Institutional | $100,000 | |
| Natixis Funds Trust II Vaughan Nelson Mid Cap Fund Class N | VNVNX | Mid-Cap Blend | 14.47% | 40 | 0.800% | Average | Institutional | $1M | ||
| Loomis Sayles Strategic Alpha Fund Class N | LASNX | Nontraditional Bond | — | 0.95% | 44 | 0.650% | Below Average | Institutional | $1M | |
| Loomis Sayles Inflation Protected Securities Fund Class Institutional | LSGSX | Inflation-Protected Bond | −0.37% | 68 | 0.400% | Average | Institutional | $100,000 | ||
| Loomis Sayles Investment Grade Bond Fund Class A | LIGRX | Intermediate Core-Plus Bond | −1.27% | 67 | 0.730% | Below Average | Front Load | $2,500 | ||
| Loomis Sayles Small Cap Growth Fund Retail Class | LCGRX | Small Growth | 13.63% | 22 | 1.180% | Above Average | No Load | $2,500 | ||
| Loomis Sayles Small Cap Growth Fund Class N | LSSNX | Small Growth | 13.96% | 20 | 0.820% | Below Average | Institutional | $1M |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.