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Natixis US Equity Opportunities A NEFSX

Analyst rating as of
NAV / 1-Day Return
40.68  /  0.54 %
Total Assets
961.5 Mil
Adj. Expense Ratio
1.170%
Expense Ratio
1.170%
Fee Level
Above Average
Longest Manager Tenure
9.83 years
Category
Large Growth
Investment Style
Large Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
12%
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Morningstar’s Analysis

Will NEFSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Natixis U.S. Equity Opportunities ETF Launches

Analyst Note

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The Natixis U.S. Equity Opportunities ETF EQOP started trading on Sept. 17, 2020. Like its open-end sibling, this actively managed non-transparent exchange-traded fund combines two experienced managers who have posted successful long-term results at their standalone funds. Bill Nygren of Harris Associates uses a focused, valuation-sensitive approach while Aziz Hamzaogullari of Loomis Sayles compiles a concentrated, growth-driven portfolio. The open-end version’s Morningstar Analyst Rating ranges from Bronze to Neutral depending on share class level fees. The ETF is offered at 0.90%, cheaper than the A and C shares of the open-end fund but pricier than the N shares and just a tad lower than the Y shares.

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