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Morningstar

Natixis Oakmark Y NEOYX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 30.80  /  +0.49 %
  • Total Assets 804.1 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.66%
  • Turnover 40%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis NEOYX

Will NEOYX 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 NEOYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NEOYX 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 NEOYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Likely to reward the patient.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Value investors often take rough roads, but veteran investor Bill Nygren and his colleagues can navigate them successfully. All Oakmark share classes earn Morningstar Medalist Ratings of Gold; Natixis Oakmark gets three Golds and one Silver.

by Tony Thomas
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NEOYX

More NEOYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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