-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, AY+XEZukqmtV+ZraKSiEc/9uywjo/mURxiXYPiTaY7TLvVlFT6ahgmuewtzk3r2e LlSgzhahSsfT4vphBjvdhw== 0001127563-02-000049.txt : 20020414 0001127563-02-000049.hdr.sgml : 20020414 ACCESSION NUMBER: 0001127563-02-000049 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20020228 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CDC NVEST FUNDS TRUST II CENTRAL INDEX KEY: 0000052136 IRS NUMBER: 041990692 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-11101 FILM NUMBER: 02561170 BUSINESS ADDRESS: STREET 1: 399 BOYLSTON ST STREET 2: 4TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 617-449-2840 MAIL ADDRESS: STREET 1: 399 BOYLSTON STREET STREET 2: 6TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 FORMER COMPANY: FORMER CONFORMED NAME: TNE FUNDS TRUST DATE OF NAME CHANGE: 19940615 FORMER COMPANY: FORMER CONFORMED NAME: NVEST FUNDS TRUST II DATE OF NAME CHANGE: 20000202 FORMER COMPANY: FORMER CONFORMED NAME: NEW ENGLAND FUNDS TRUST II DATE OF NAME CHANGE: 19940615 497 1 combined.txt COMBINED SUPPLEMENTS Supplement dated February 19, 2002 to the currently effective CDC Nvest Equity Funds, CDC Nvest Star Funds and CDC Nvest Star Growth Fund Classes A, B and C and Class Y Prospectuses EFFECTIVE JANUARY 1, 2002 THE FOLLOWING TABLE IN THE "IT'S EASY TO OPEN AN ACCOUNT" SECTION AND THE "RETIREMENT PLANS" PARAGRAPH UNDER "ADDITIONAL INVESTOR SERVICES" ARE REVISED TO REFLECT THE ADDITION OF COVERDELL EDUCATION SAVINGS ACCOUNTS IN THE CLASSES A, B AND C PROSPECTUSES:
- ---------------------------------------------------- --------------------- ------------------------------ -------------------------- MINIMUM TO OPEN AN ACCOUNT MINIMUM TO OPEN AN USING INVESTMENT BUILDER MINIMUM FOR EXISTING TYPE OF ACCOUNT ACCOUNT OR PAYROLL DEDUCTION ACCOUNTS - ---------------------------------------------------- --------------------- ------------------------------ -------------------------- Any account other than those listed below $2,500 $100 $100 - ---------------------------------------------------- --------------------- ------------------------------ -------------------------- Accounts registered under the Uniform Gifts to Minors Act ("UGMA") or the Uniform Transfers to Minors Act ("UTMA") $2,500 $100 $100 - ---------------------------------------------------- --------------------- ------------------------------ -------------------------- Individual Retirement Accounts ("IRAs") $500 $100 $100 - ---------------------------------------------------- --------------------- ------------------------------ -------------------------- Coverdell Education Savings Accounts $500 $100 $100 - ---------------------------------------------------- --------------------- ------------------------------ -------------------------- Retirement plans with tax benefits such as corporate pension, profit sharing and Keogh plans $250 $100 $100 - ---------------------------------------------------- --------------------- ------------------------------ -------------------------- Payroll Deduction Investment Programs for SARSEP*, SEP, SIMPLE IRA, 403(b)(7) and certain other retirement plans $25 N/A $25 - ---------------------------------------------------- --------------------- ------------------------------ --------------------------
Effective March 1, 2002, all references to the Investment Builder Program and Payroll Deduction minimum shall be revised to reflect a reduction in the minimum from $100 per month to $25 per month. The sections of the prospectuses affected are "It's Easy to Open an Account", "Buying Shares" and "Additional Investor Services." EFFECTIVE JANUARY 1, 2002, THE FOLLOWING IS ADDED TO THE PARAGRAPH RELATING TO WESTPEAK GLOBAL ADVISORS, L.P. IN THE "MEET THE FUNDS' INVESTMENT ADVISERS AND SUBADVISERS" SECTION: Westpeak employs a team approach in managing each Fund's portfolio. Members of each Fund's portfolio management team includes, among others: Gerald Scriver, Westpeak's founder and Chairman, who also serves as chairman of Westpeak's Investment Policy Committee; Robert Franz, Westpeak's Chief Investment Officer; and Thomas Anichini, a Vice President of Westpeak. Supplement dated February 19, 2002 to the currently effective CDC Nvest Money Market Funds Classes A, B and C Prospectus and CDC Nvest Income Funds Classes A, B and C and Class Y Prospectuses EFFECTIVE JANUARY 1, 2002 THE FOLLOWING TABLE IN THE "IT'S EASY TO OPEN AN ACCOUNT" SECTION AND THE "RETIREMENT PLANS" PARAGRAPH UNDER "ADDITIONAL INVESTOR SERVICES" ARE REVISED TO REFLECT THE ADDITION OF COVERDELL EDUCATION SAVINGS ACCOUNTS IN THE CLASSES A, B AND C PROSPECTUSES:
- ---------------------------------------------------- --------------------- ------------------------------ -------------------------- MINIMUM TO OPEN AN ACCOUNT MINIMUM TO OPEN AN USING INVESTMENT BUILDER MINIMUM FOR EXISTING TYPE OF ACCOUNT ACCOUNT OR PAYROLL DEDUCTION ACCOUNTS - ---------------------------------------------------- --------------------- ------------------------------ -------------------------- Any account other than those listed below $2,500 $100 $100 - ---------------------------------------------------- --------------------- ------------------------------ -------------------------- Accounts registered under the Uniform Gifts to Minors Act ("UGMA") or the Uniform Transfers to Minors Act ("UTMA") $2,500 $100 $100 - ---------------------------------------------------- --------------------- ------------------------------ -------------------------- Individual Retirement Accounts ("IRAs") $500 $100 $100 - ---------------------------------------------------- --------------------- ------------------------------ -------------------------- Coverdell Education Savings Accounts $500 $100 $100 - ---------------------------------------------------- --------------------- ------------------------------ -------------------------- Retirement plans with tax benefits such as corporate pension, profit sharing and Keogh plans $250 $100 $100 - ---------------------------------------------------- --------------------- ------------------------------ -------------------------- Payroll Deduction Investment Programs for SARSEP*, SEP, SIMPLE IRA, 403(b)(7) and certain other retirement plans $25 N/A $25 - ---------------------------------------------------- --------------------- ------------------------------ --------------------------
Effective March 1, 2002, all references to the Investment Builder Program and Payroll Deduction minimum shall be revised to reflect a reduction in the minimum from $100 per month to $25 per month. The sections of the prospectuses affected are "It's Easy to Open an Account", "Buying Shares" and "Additional Investor Services." Supplement dated February 19, 2002 to the currently effective CDC Nvest Tax Free Income Funds Prospectus Effective March 1, 2002, all references to the Investment Builder Program and Payroll Deduction minimum shall be revised to reflect a reduction in the minimum from $100 per month to $25 per month. The sections of the prospectuses affected are "It's Easy to Open an Account", "Buying Shares" and "Additional Investor Services." EFFECTIVE JANUARY 1, 2002 THE FOLLOWING PORTFOLIO MANAGER IS ADDED TO THE "MEET THE PORTFOLIO MANAGERS" SECTION: MARTHA A. STROM Martha Strom co-manages the Municipal Income Fund and Massachusetts Tax Free Income Fund. Ms. Strom is Vice President and Portfolio Manager of the Municipal Bond Investment Team of Loomis Sayles. Her investment career began with Loomis Sayles in 1988. Following a five-year period with Nuveen Investments where she was Assistant Vice President and Fixed Income Research Analyst, Ms. Strom rejoined Loomis Sayles in 2001. Ms. Strom received a B.S. from Boston University and has 13 years of investment management experience. -----END PRIVACY-ENHANCED MESSAGE-----