Morningstar

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

Morningstar Medalist Rating
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Medalist Rating as of See Natixis Investment Hub
  • NAV / 1-Day Return $47.49  /  +0.17 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 1.060%
  • Net Expense Ratio 1.060%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield < 0.01%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

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 32.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.71 66M
Technology

Alphabet Inc Class A

5.08 59M
Communication Services

Amazon.com Inc

3.71 43M
Consumer Cyclical

Tesla Inc

3.58 41M
Consumer Cyclical

Meta Platforms Inc Class A

2.91 34M
Communication Services

Netflix Inc

2.75 32M
Communication Services

Citigroup Inc

2.22 26M
Financial Services

Keurig Dr Pepper Inc

2.15 25M
Consumer Defensive

Salesforce Inc

2.14 25M
Technology

Monster Beverage Corp

2.09 24M
Consumer Defensive

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