Skip to Content
Morningstar

Natixis US Equity Opportunities A NEFSX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 41.37  /  +1.47 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.09%
  • Turnover 36%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NEFSX

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.

At its best when its subadvisors are truly complementary.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Two strong subadvisors make Natixis US Equity Opportunities intriguing, but their pairing has some unusual results at times.

by Tony Thomas
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NEFSX

More NEFSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.71 49.5 Mil
Technology

Alphabet Inc Class A

4.71 49.4 Mil
Communication Services

Meta Platforms Inc Class A

3.49 36.6 Mil
Communication Services

Fixed Inc Clearing Corp.Repo

3.33 34.9 Mil
Cash and Equivalents

Amazon.com Inc

2.99 31.4 Mil
Consumer Cyclical

Bank of America Corp

2.73 28.7 Mil
Financial Services

Netflix Inc

2.57 26.9 Mil
Communication Services

Salesforce Inc

2.50 26.3 Mil
Technology

Tesla Inc

2.35 24.7 Mil
Consumer Cyclical

Deere & Co

2.13 22.4 Mil
Industrials