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.
Will NEFSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of NEFSX’s parent organization’s priorities and whether they’re in line with investors’ interests.