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Natixis US Equity Opportunities C NECCX

Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 14.29  /  −0.14 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.810%
  • Expense Ratio 1.810%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 46%

USD | NAV as of Feb 26, 2024 | 1-Day Return as of Feb 26, 2024, 11:14 PM GMT+0

Morningstar’s Analysis NECCX

Will NECCX outperform in future?

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

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.

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Portfolio Holdings NECCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 31.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

4.57 44.1 Mil
Communication Services

Amazon.com Inc

4.07 39.2 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.50 33.7 Mil
Communication Services

NVIDIA Corp

3.39 32.7 Mil
Technology

Capital One Financial Corp

2.87 27.7 Mil
Financial Services

KKR & Co Inc Ordinary Shares

2.77 26.7 Mil
Financial Services

Salesforce Inc

2.69 26.0 Mil
Technology

Oracle Corp

2.63 25.4 Mil
Technology

Bank of America Corp

2.52 24.3 Mil
Financial Services

Boeing Co

2.37 22.8 Mil
Industrials