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Natixis US Equity Opportunities C NECCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Natixis Investment Hub

Morningstar’s Analysis NECCX

Will NECCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NECCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NECCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NECCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The whole is a little less than the sum of its parts.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Natixis U.S. Equity Opportunities pairs two excellent subadvisors and their attractive approaches, but together they don’t quite reach the same heights as they do alone. The strategy earns Morningstar Medalist Ratings of Bronze for its A, Y, and N share classes; the pricey C shares get Neutral.

by Tony Thomas
Rated on Published on

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