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Natixis US Equity Opportunities A NEFSX Fund Analysis

| Medalist Rating as of | See Natixis Investment Hub

Morningstar’s Analysis NEFSX

Will NEFSX 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


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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