NEFSX – Natixis US Equity Opportunities A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in equity securities. Equity securities may include common stocks and preferred stocks. Under normal market conditions, it will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in securities of U.S. issuers. The fund's approach to equity investing combines the styles of two subadvisers in selecting securities for each of the fund's segments.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NESYX	Natixis Funds Trust I U.S. Equity Opportunities Fund Class Y	Institutional	Open			Nov 15, 1994	$429.55M	0.810%	Above Average	$100,000	−$93.59M
NESNX	Natixis Funds Trust I U.S. Equity Opportunities Fund Class N	Institutional	Open			May 1, 2017	$2.13M	0.750%	Above Average	$1M	−$807,823.96
NEFSX	Natixis Funds Trust I U.S. Equity Opportunities Fund Class A	Front Load	Open			Jul 7, 1994	$712.85M	1.060%	Above Average	$2,500	−$88.12M
NECCX	Natixis Funds Trust I U.S. Equity Opportunities Fund Class C	Level Load	Open			Jul 7, 1994	$18.96M	1.810%	Above Average	$2,500	−$9.79M

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