Morningstar

Natixis Funds Trust I U.S. Equity Opportunities Fund Class A NEFSX

Morningstar Medalist Rating
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Medalist Rating as of See Natixis Investment Hub
  • NAV / 1-Day Return$46.90  /  −0.11%
  • Fund Size$1.2B
  • Adjusted Expense Ratio1.060%
  • Net Expense Ratio1.060%
  • Fee Level: DistributionAbove Average
  • Share Class TypeFront Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield< 0.01%
  • Turnover Ratio38%
NAV and 1-Day Return as of

Morningstar’s Analysis NEFSX

Will NEFSX 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 NEFSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NEFSX 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 NEFSX’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 NEFSX

More NEFSX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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