Mutual Fund Insights: Natixis AEW Real Estate A Fund (NRFAX)

In-depth Analysis of Natixis AEW Real Estate A Fund (NRFAX)

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See Natixis AEW Real Estate A Fund (NRFAX) performance details as of February 28, 2010

  

Last Trade: $14.08 on 3/19/2010, Change: -0.12 (-0.85%)

  

Fund Manager - Matthew A. Troxell

Fund Manager Tenure: 9.2 years   [Similar Funds: NRFBX  NRFYX ]
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

Matthew A. Troxell, CFA: began investment career in 1980; joined AEW in 1994; has managed the Fund since inception; BA, Tufts University.  Get more insights on Matthew A. Troxell

  

 What we like about Natixis AEW Real Estate A Fund (NRFAX)

Data for Natixis AEW Real Estate A Fund (NRFAX) as of February 28, 2010

• Natixis AEW Real Estate A Fund (NRFAX) management has been with Natixis AEW Real Estate A Fund for 9.2 years
• Natixis AEW Real Estate A Fund (NRFAX) has good short-term performance (1-year return 96.31% vs 94.97 % Real Estate category average)
• Natixis AEW Real Estate A Fund (NRFAX) has good Long-term performance (5-year return 1.64% vs 0.27 % Real Estate category average)
• Natixis AEW Real Estate A Fund (NRFAX) ratio of up-years vs down years is greater than 2
• Natixis AEW Real Estate A Fund (NRFAX) has an annual stock turnover rate of 30.00% vs Real Estate average of 113.50%. It is good that Natixis AEW Real Estate A management does not trade extensively for its return.

  

 What we are cautious about Natixis AEW Real Estate A Fund (NRFAX)

Data for Natixis AEW Real Estate A Fund (NRFAX) as of February 28, 2010

• Natixis AEW Real Estate A Fund is a focused fund with 50.18% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Natixis AEW Real Estate A Fund (NRFAX) has a less-than-ideal mid-term performance (3-year return -14.68% vs -14.95 % Real Estate category average)
• Natixis AEW Real Estate A Fund (NRFAX) has a Morningstar rating of 3 and below
• Natixis AEW Real Estate A Fund (NRFAX) is more volatile than its peers as it has a 3-year Standard Deviation of 40.14 that is higher than category average of 38.88
• Natixis AEW Real Estate A Fund (NRFAX) carries a 5.75% load

See Natixis AEW Real Estate A Fund (NRFAX) performance details as of February 28, 2010

  

  

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Natixis AEW Real Estate A Fund (NRFAX) Net Asset

Track net asset change of Natixis AEW Real Estate A fund (NRFAX)

Date	Net Asset
02/2010	$143.71M
01/2010	$47.90M
11/2009	$48.11M

More historic net asset information on Natixis AEW Real Estate A Fund (NRFAX)

  

Natixis AEW Real Estate A Fund (NRFAX) Portfolio Allocation

Track portfolio allocation change of Natixis AEW Real Estate A fund (NRFAX)

Date	Cash	Stock	Bond	Other
11/2009	4.23%	95.77%	0%	0%
10/2009	3.99%	96.01%	0%	0%
08/2009	1.79%	98.21%	0%	0%

Click here to see more historic asset allocation information on Natixis AEW Real Estate A Fund (NRFAX)

  

Most Recent Top 10 Holdings in Natixis AEW Real Estate A Fund (NRFAX)

Discover what Natixis AEW Real Estate A Fund (NRFAX) manager is buying

30-Nov-09 Simon Property Group, Inc. Comm [9.26%] Equity Residential Common Share [5.82%] Boston Properties, Inc. Common [5.07%] Vornado Realty Trust Common Sto [5.02%] Public Storage Common Stock [4.7%] AvalonBay Communities, Inc. Com [4.46%] HCP, Inc. Common Stock [4.35%] Nationwide Health Properties, I [4.14%] Macerich Company (The) Common S [3.9%] Federal Realty Investment Trust [3.46%]

31-Oct-09 SIMON PPTY GRP INC [9.24%] EQUITY RESIDENTAL [5.58%] BOSTON PPTYS INC [4.91%] VORNADO REALTY TRUST [4.88%] PUBLIC STG [4.65%] AVALONBAY CMTYS [4.53%] HCP, INC. [4.4%] NATIONWIDE HLTH PROP [4.2%] MACERICH CO [4.17%] CAMDEN PROPERTY [3.74%]

31-Aug-09 SIMON PPTY GRP INC [8.19%] EQUITY RESIDENTAL [5.26%] BOSTON PPTYS INC [5.03%] LIBERTY PROPERTIES [4.95%] VORNADO REALTY TRUST [4.82%] PUBLIC STG [4.57%] HCP, INC. [4.38%] AVALONBAY CMTYS [4.36%] NATIONWIDE HLTH PROP [4.26%] MACERICH CO [4.21%]

Click here for Stock Holding Change Map in Natixis AEW Real Estate A Fund (NRFAX)

  

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See more information on Natixis AEW Real Estate A Fund (NRFAX)

• Natixis AEW Real Estate A Fund Insights
• Natixis AEW Real Estate A Fund Performance Data
• Natixis AEW Real Estate A Fund News
• Natixis AEW Real Estate A Fund Score Explaination
• Natixis AEW Real Estate A Fund Manager Information
• Historic Natixis AEW Real Estate A Fund Asset Allocation Report
• Historic Natixis AEW Real Estate A Fund Top 10 Holding Tracking
• Historic Natixis AEW Real Estate A Fund Asset Under Management Tracking