Nasdaq - Delayed Quote USD

Natixis US Equity Opportunities C (NECCX)

17.50 +0.19 (+1.10%)
At close: 8:01:45 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 28.28%
5y Average Return 15.90%
Number of Years Up 22
Number of Years Down 7
Best 1Y Total Return (Dec 10, 2024) 35.98%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 35.98%
Worst 3Y Total Return 5.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NECCX
Category
YTD
28.06%
5.31%
1-Month
8.75%
-4.19%
3-Month
11.77%
3.90%
1-Year
35.62%
20.31%
3-Year
11.87%
6.48%
5-Year
15.79%
11.78%
10-Year
13.43%
10.96%
Last Bull Market
29.49%
25.56%
Last Bear Market
-20.79%
-15.11%

Annual Total Return (%) History

Year
NECCX
Category
2024
--
--
2023
35.98%
22.32%
2022
-21.77%
-16.96%
2021
22.26%
26.07%
2020
21.15%
15.83%
2019
30.06%
28.78%
2018
-7.18%
-6.27%
2017
25.35%
20.44%

2016
11.02%
10.37%
2015
5.06%
-1.07%
2014
12.12%
10.96%
2013
34.69%
31.50%
2012
16.96%
14.96%
2011
-3.53%
-1.27%
2010
21.00%
14.01%
2009
35.41%
28.17%
2008
-40.53%
-37.79%
2007
12.82%
6.16%
2006
12.87%
14.17%
2005
6.75%
5.88%
2004
12.00%
10.02%
2003
32.63%
27.05%
2002
-22.44%
-22.25%
2001
-10.07%
-13.50%
2000
-17.53%
-6.31%
1999
45.54%
20.16%
1998
18.27%
22.39%
1997
19.24%
28.37%
1996
18.10%
20.76%
1995
33.39%
32.35%
1994
--
-0.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.74% -0.09% 5.16% --
2023 12.38% 10.05% -2.41% 12.67%
2022 -5.36% -20.79% -3.44% 8.08%
2021 8.54% 8.87% -0.33% 3.81%
2020 -19.91% 22.29% 7.46% 15.11%
2019 14.45% 4.73% -2.60% 11.41%
2018 0.47% 3.15% 5.18% -14.84%
2017 5.80% 6.52% 5.42% 5.51%
2016 -1.06% 1.96% 8.85% 1.10%
2015 2.12% 0.36% -5.63% 8.63%

2014 2.97% 4.22% 0.56% 3.89%
2013 10.73% 2.19% 8.88% 9.31%
2012 14.49% -5.26% 4.99% 2.69%
2011 7.31% -0.39% -17.79% 9.78%
2010 6.16% -11.29% 13.73% 12.96%
2009 -6.29% 15.45% 17.59% 6.44%
2008 -12.27% 2.43% -12.49% -24.37%
2007 3.49% 7.08% 1.77% 0.04%
2006 7.43% -2.89% 1.22% 6.88%
2005 -2.84% 2.19% 5.07% 2.33%
2004 3.25% 1.86% -4.10% 11.05%
2003 -3.17% 17.17% 4.73% 11.62%
2002 1.77% -11.86% -17.49% 4.79%
2001 -13.98% 9.10% -16.14% 14.26%
2000 9.54% -13.80% 1.76% -14.18%
1999 7.65% 7.25% -3.38% 30.47%
1998 12.13% 1.31% -13.39% 20.20%
1997 -3.41% 13.90% 9.82% -1.30%
1996 6.67% 5.24% 1.97% 3.18%
1995 5.44% 8.81% 12.77% 3.10%
1994 -0.34% -- -- --

Rank in Category (By Total Return)

YTD 26
1-Month 3
3-Month 3
1-Year 16
3-Year 18
5-Year 20

Load Adjusted Returns

1-Year 34.62%
3-Year 11.87%
5-Year 15.79%
10-Year 13.43%

Performance & Risk

YTD Return 28.28%
5y Average Return 15.90%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Natixis Funds
Net Assets 1.16B
YTD Return 28.06%
Yield 0.03%
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.

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