Natixis U.S. Equity Opportunities mashes together two talented subadvisors, resulting in a Morningstar Analyst Rating of Bronze for all share classes but the more expensive Neutral-rated C shares.
Natixis US Equity Opportunities A NEFSX
NAV / 1-Day Return
41.95
/
1.08
%
Total Assets
1.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.170%
Expense Ratio
1.170%
Fee Level
Above Average
Longest Manager Tenure
10.72
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
26%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will NEFSX outperform in 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.
A mix of approaches.
