NRFAX – Natixis AEW Global Focused Real Estate A Investment Strategy | Morningstar

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Strategy

The investment seeks to provide investors with above-average income and long-term growth of capital. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in securities, including common stocks and preferred stocks, of real estate investment trusts (“REITs”) and/or real estate-related companies (e.g., real estate operating companies). It primarily invests in equity REITs, which own or lease real estate and derive their income primarily from rental income.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NRFYX	Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class Y	Institutional	Open			Aug 31, 2000	$19.62M	0.900%	Average	$100,000	−$1.34M
NRFNX	Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class N	Institutional	Open			May 1, 2013	$2.93M	0.850%	Average	$1M	−$297,982.80
NRFAX	Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class A	Front Load	Open			Dec 29, 2000	$10.37M	1.150%	Below Average	$2,500	−$2.58M
NRCFX	Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class C	Level Load	Open			Dec 29, 2000	$91,904.00	1.900%	Below Average	$2,500	−$28,511.11

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