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Natixis US Equity Opportunities C (NECCX)
At close: December 11 at 6:46:43 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.98% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 22 |
| Number of Years Down | 7 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| NECCX | Category Average | NECCX | Category Average | NECCX | Category Average | |
| Alpha | -0.06 | -0.01 | -0.56 | -0.01 | -0.77 | -0.01 |
| BETA | 1.12 | 0.01 | 1.07 | 0.01 | 1.1 | 0.01 |
| Mean Annual Return | 1.11 | 0.01 | 1.4 | 0.01 | 1.18 | 0.01 |
| R-squared | 91.2 | 0.94 | 92.14 | 0.95 | 92.63 | 0.95 |
| Standard Deviation | 20.47 | 0.17 | 20.28 | 0.19 | 17.52 | 0.15 |
| Sharpe Ratio | 0.46 | 0 | 0.7 | 0.01 | 0.71 | 0.01 |
| Treynor Ratio | 6.88 | 0.03 | 12.33 | 0.1 | 10.54 | 0.1 |