Awards and Recognition

Their investment styles differ, but their accomplishments don’t.

Our managers have a wide variety of investing styles and preferences. But recognition from the industry is something they have in common. To learn more about our award-winning investment managers, email us or call 800-862-4863.

Lipper Fund Awards 2012

Excellence in Fund Management 2012 Award
Dan Fuss¹

Lipper Fund Awards 2012

Natixis Diversified Income Fund (Class A)
in the mixed-asset allocation moderate fund category for the 3-year period.²

Lipper Fund Awards 2012

Loomis Sayles Global Equity & Income Fund (Class Y)
in the global flexible portfolio fund category for the 3-year, 5-year and 10-year period.²

Lipper Fund Awards 2012

Loomis Sayles Strategic Income Fund (Class Y)
in the multi-sector income category for the 3-year period.²

Lipper Fund Awards 2012

Loomis Sayles Limited Term Government & Agency Fund (Class Y)
in the short-intermediate U.S. government fund category for the 3-year period.²

Lipper Fund Awards 2012

Oakmark Global Fund (Class I)
in the global multi-cap value fund category for the 10-year period.²

Investing in mutual funds involve the risk of loss.

1. Award qualifications based on risk-adjusted returns and the asset manager must have been top-rated by Lipper’s research analyst and served a minimum of five years at a fund.

2. Lipper award eligibility is based on risk-adjusted performance of U.S. registered funds within their respective Lipper classification. Funds must have at least 36 months performance history as of the end of the respective evaluation year. Lipper fund award winners for each 3-, 5-, and 10-year period are based on all eligible share classes; the award is given to the share class with the highest Lipper Leader for Consistent Return (Effective Return) value within its eligible classification.