Nasdaq - Delayed Quote
USD
Natixis US Equity Opportunities A (NEFSX)
47.11
-0.21
(-0.44%)
As of 8:10:20 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.38% |
|---|---|
| 5y Average Return | 10.44% |
| Number of Years Up | 24 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Oct 30, 2026) | 37.01% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 37.01% |
| Worst 3Y Total Return | 5.83% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NEFSX
Category
- YTD
- 1.96%
- 5.31%
- 1-Month
- -4.44%
- -4.19%
- 3-Month
- 4.24%
- 3.90%
- 1-Year
- 4.22%
- 20.31%
- 3-Year
- 19.16%
- 6.48%
- 5-Year
- 10.97%
- 11.78%
- 10-Year
- 14.32%
- 10.96%
- Last Bull Market
- 18.87%
- 25.56%
- Last Bear Market
- -20.69%
- -15.11%
Annual Total Return (%) History
Year
NEFSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-6.96% | 5.14% | 4.24% | -- |
|
2025
|
-2.64% | 11.71% | 5.52% | 2.22% |
|
2024
|
10.89% | 0.12% | 5.40% | 7.03% |
|
2023
|
12.55% | 10.26% | -2.25% | 12.95% |
|
2022
|
-5.15% | -20.69% | -3.24% | 8.33% |
|
2021
|
8.71% | 9.10% | -0.16% | 3.99% |
|
2020
|
-19.76% | 22.53% | 7.65% | 15.36% |
|
2019
|
14.65% | 4.95% | -2.43% | 11.61% |
|
2018
|
0.68% | 3.32% | 5.40% | -14.70% |
|
2017
|
6.01% | 6.72% | 5.60% | 5.71% |
Rank in Category (By Total Return)
| YTD | 95 |
| 1-Month | 94 |
|---|---|
| 3-Month | 8 |
| 1-Year | 93 |
| 3-Year | 69 |
| 5-Year | 68 |
Load Adjusted Returns
| 1-Year | -1.77% |
| 3-Year | 16.83% |
|---|---|
| 5-Year | 9.67% |
| 10-Year | 13.65% |
Performance & Risk
| YTD Return | 4.38% |
| 5y Average Return | 10.44% |
| Rank in Category (ytd) | 95 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Natixis Funds |
| Net Assets | 1.16B |
| YTD Return | 1.96% |
| Yield | 0.01% |
| Morningstar Rating | |
| Inception Date | Jul 07, 1994 |
Fund Summary
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.
