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Nasdaq - Delayed Quote USD

Natixis US Equity Opportunities A (NEFSX)

42.20
+0.08
+(0.19%)
At close: 8:03:56 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.64%
5y Average Return 19.81%
Number of Years Up 23
Number of Years Down 7
Best 1Y Total Return (Mar 31, 2025) 37.01%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 37.01%
Worst 3Y Total Return 5.83%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NEFSX
Category
YTD
3.19%
5.31%
1-Month
-1.78%
-4.19%
3-Month
0.23%
3.90%
1-Year
20.96%
20.31%
3-Year
14.18%
6.48%
5-Year
17.72%
11.78%
10-Year
13.94%
10.96%
Last Bull Market
22.92%
25.56%
Last Bear Market
-20.69%
-15.11%

Annual Total Return (%) History

Year
NEFSX
Category
2024
25.23%
--
2023
37.01%
22.32%
2022
-21.15%
-16.96%
2021
23.14%
26.07%
2020
22.09%
15.83%
2019
31.03%
28.78%
2018
-6.48%
-6.27%
2017
26.28%
20.44%

2016
11.86%
10.37%
2015
5.86%
-1.07%
2014
12.94%
10.96%
2013
35.75%
31.50%
2012
17.79%
14.96%
2011
-2.79%
-1.27%
2010
21.90%
14.01%
2009
36.41%
28.17%
2008
-40.05%
-37.79%
2007
13.69%
6.16%
2006
13.68%
14.17%
2005
7.57%
5.88%
2004
12.88%
10.02%
2003
33.63%
27.05%
2002
-21.82%
-22.25%
2001
-9.41%
-13.50%
2000
-16.93%
-6.31%
1999
46.44%
20.16%
1998
19.25%
22.39%
1997
20.17%
28.37%
1996
18.98%
20.76%
1995
34.36%
32.35%
1994
--
-0.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
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%
2016 -0.87% 2.18% 9.03% 1.29%
2015 2.34% 0.55% -5.46% 8.81%

2014 3.14% 4.43% 0.74% 4.08%
2013 10.97% 2.38% 9.09% 9.54%
2012 14.69% -5.11% 5.23% 2.86%
2011 7.55% -0.26% -17.63% 10.01%
2010 6.33% -11.14% 14.02% 13.15%
2009 -6.13% 15.67% 17.80% 6.65%
2008 -12.07% 2.58% -12.32% -24.20%
2007 3.71% 7.28% 1.96% 0.22%
2006 7.59% -2.67% 1.42% 7.05%
2005 -2.61% 2.30% 5.35% 2.49%
2004 3.49% 2.04% -3.88% 11.21%
2003 -2.90% 17.32% 4.87% 11.85%
2002 2.01% -11.71% -17.32% 4.98%
2001 -13.78% 9.30% -15.96% 14.39%
2000 9.76% -13.65% 1.97% -14.04%
1999 7.69% 7.47% -3.23% 30.76%
1998 12.33% 1.47% -13.19% 20.53%
1997 -3.25% 14.10% 10.02% -1.06%
1996 6.85% 5.41% 2.21% 3.35%
1995 5.66% 9.00% 12.91% 3.32%
1994 -0.17% -- -- --

Rank in Category (By Total Return)

YTD 17
1-Month 59
3-Month 11
1-Year 5
3-Year 5
5-Year 8

Load Adjusted Returns

1-Year 14.01%
3-Year 11.95%
5-Year 16.33%
10-Year 13.27%

Performance & Risk

YTD Return -2.64%
5y Average Return 19.81%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Natixis Funds
Net Assets 1.18B
YTD Return 3.19%
Yield 0.11%
Morningstar Rating
Inception Date Nov 15, 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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