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.
Natixis US Equity Opportunities A NEFSX
NAV / 1-Day Return
40.68
/
0.54
%
Total Assets
961.5 Mil
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
9.83
years
Category
Large Growth
Investment Style
Large BlendMin. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
12%
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.
Natixis U.S. Equity Opportunities ETF Launches
