AlphaSimplex Tactical U.S. Market Fund Class Y (USMYX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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AlphaSimplex Tactical U.S. Market Fund Class Y
Natixis Funds Trust II
399 Boylston Street,12th Floor
Boston MA 02116
800-225-5478
Management Information
Kevin H. Maeda,Lead Manager since September 29, 2013
Kevin Maeda is the Chief Investment Officer of Active Index Advisors® (AIA), a division of Natixis Advisors, L.P. Previously, he was a Senior Portfolio Manager and Product Manager at Barclays Global Investors, where he was the Launch Portfolio Manager for the first 17 BGI iShares exchange-traded funds. Mr. Maeda joined Active Index Advisors® in 2003 as a founding partner before it was acquired by Natixis Advisors, L.P. in 2004. He is responsible for designing the algorithms, processes, and systems used to implement all AIA's investment strategies.
Mr. Maeda received his BS in industrial engineering and operations research from the University of California, Berkeley, and his MBA from the University of California, Los Angeles. Mr. Maeda is a member of the CFA® Society of San Francisco and the Investment Management Consultants Association® (IMCA®).
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Growth
Fund FamilyNatixis Funds
Net Assets22.29M
YTD Return-14.56%
Yield1.05%
Morningstar Rating★
Inception DateSept 29, 2013
Fund Operations
Last Dividend0.07
Last Cap Gain0.00
Holdings Turnover37.00%
Average for CategoryN/A
Fees & Expenses
ExpenseUSMYXCategory Average
Annual Report Expense Ratio (net)1.00%0.99%
Prospectus Net Expense Ratio1.00%N/A
Prospectus Gross Expense Ratio1.06%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection331N/A
5 Yr Expense Projection579N/A
10 Yr Expense Projection1,289N/A
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