Nasdaq - Delayed Quote USD

Natixis US Equity Opportunities A (NEFSX)

42.80
-0.85
(-1.95%)
At close: 6:49:50 PM EDT
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  • Previous Close 43.65
  • YTD Return -4.14%
  • Expense Ratio 1.07%
  • Category Large Blend
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 1.08B
  • Beta (5Y Monthly) 1.15
  • Yield 0.10%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.05
  • Inception Date Nov 15, 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

1.08B

Net Assets

1994-11-15

Inception Date

Performance Overview: NEFSX

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Trailing returns as of 5/20/2025. Category is Large Blend.

YTD Return

NEFSX
4.14%
Category
5.31%
 

1-Year Return

NEFSX
14.45%
Category
20.31%
 

3-Year Return

NEFSX
15.64%
Category
6.48%
 

5-Year Return

NEFSX
16.52%
Category
11.78%
 

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Holdings: NEFSX

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Sector Weightings

SectorNEFSX
Technology   15.34%
Healthcare   13.36%
Industrials   5.80%
Energy   5.56%
Real Estate   1.63%
Utilities   0.00%

Recent News: NEFSX

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Research Reports: NEFSX

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