Natixis Oakmark’s commitment to its time-tested approach and succession planning progress earn its cheapest share classes a Morningstar Analyst Rating of Gold, while the pricier ones are rated Silver.
Natixis Oakmark C NECOX
NAV / 1-Day Return
20.91
/
0.67
%
Total Assets
275.9 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.920%
Expense Ratio
1.920%
Fee Level
Above Average
Longest Manager Tenure
7.00
years
Category
Large Blend
Investment Style
Large ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
15%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will NECOX 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 NECOX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the NECOX 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 NECOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Succession planning in place.
