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.
Morningstar’s Analysis NEFSX
Will NEFSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.