Morningstar

Natixis Funds Trust I U.S. Equity Opportunities Fund Class C NECCX

Morningstar Medalist Rating
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Medalist Rating as of See Natixis Investment Hub
  • NAV / 1-Day Return $11.26  /  −0.79 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 1.810%
  • Net Expense Ratio 1.810%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.02%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis NECCX

Will NECCX outperform in the 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.

Two good management teams, but they're not always complementary to one another.

Principal Tony Thomas

Tony Thomas

Principal

Summary

Natixis U.S. Equity Opportunities pairs excellent subadvisors to decent—but sometimes unexpected—effect. The strategy earns High People and Above Average Process ratings.

by Tony Thomas
Rated on Published on

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Portfolio Holdings NECCX

More NECCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Tesla Inc

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Cash and Equivalents

Microsoft Corp

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Citigroup Inc

1.96 23M
Financial Services

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