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Natixis US Equity Opportunities A (NEFSX)

47.11 -0.21 (-0.44%)
As of 8:10:20 AM EST. Market Open.
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  • Previous Close 47.32
  • YTD Return 1.96%
  • Expense Ratio 1.06%
  • Category Large Blend
  • Last Cap Gain 44.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 1.16B
  • Beta (5Y Monthly) 0.96
  • Yield 0.01%
  • 5y Average Return --
  • Holdings Turnover 38.00%
  • Last Dividend 0.00
  • Inception Date Jul 7, 1994

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.

Natixis Funds

Fund Family

Large Blend

Fund Category

1.16B

Net Assets

1994-07-07

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Large Blend.

YTD Return

NEFSX
1.96%
Category
5.31%

1-Year Return

NEFSX
4.22%
Category
20.31%

3-Year Return

NEFSX
19.16%
Category
6.48%

5-Year Return

NEFSX
10.97%
Category
11.78%

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