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Morningstar

Natixis US Equity Opportunities A NEFSX

Morningstar Analyst Rating
Analyst rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 34.03  /  2.62 %
  • Total Assets 806.4 Mil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • 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 0.10%
  • Turnover 22%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

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.

An interesting combination.

Director

Summary

| by Katie Rushkewicz Reichart

Natixis U.S. Equity Opportunities' good subadvisors support a Morningstar Analyst Rating of Bronze for all share classes except the more expensive Neutral-rated C shares.

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