Morningstar

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

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 45.00  /  −0.11 %
  • Total Assets 1.2B
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.01%
  • Turnover 38%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

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.

Associate Director Tony Thomas

Tony Thomas

Associate Director

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 Holdings 31.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.27 62M
Technology

Alphabet Inc Class A

4.46 52M
Communication Services

Tesla Inc

3.35 39M
Consumer Cyclical

Meta Platforms Inc Class A

3.13 37M
Communication Services

ConocoPhillips

2.88 34M
Energy

Netflix Inc

2.85 33M
Communication Services

Amazon.com Inc

2.64 31M
Consumer Cyclical

Phillips 66

2.39 28M
Energy

Salesforce Inc

2.38 28M
Technology

Targa Resources Corp

2.10 25M
Energy

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