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Natixis US Equity Opportunities N (NESNX)

60.45
-0.10
(-0.17%)
At close: 5:16:56 PM EDT

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.

Natixis US Equity Opportunities N

Boston MA 02116
399 Boylston Street, 12th Floor

Fund Overview

Category Large Blend
Fund Family Natixis Funds
Net Assets 1.15B
YTD Return 2.84%
Yield 0.28%
Morningstar Rating
Inception Date Nov 15, 1994

Fund Operations

Last Dividend 0.18
Last Cap Gain 40.00
Holdings Turnover 33.00%
Average for Category --

Fees & Expenses

Expense NESNX Category Average
Annual Report Expense Ratio (net) 0.76% 0.78%
Prospectus Net Expense Ratio 0.76% --
Prospectus Gross Expense Ratio 0.82% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

William C. Nygren, Lead Manager since February 28, 2014
• Vice President of the Oakmark Funds • Portfolio Manager of the Oakmark Fund and the Oakmark Select Fund • Portfolio Manager of the Oakmark U.S. Large Cap ETF • Portfolio Manager of the U.S. Large Value Strategy • BS (University of Minnesota, 1980) • MS (University of Wisconsin-Madison, Applied Security Analysis Program, 1981) • Director of Research at Harris Associates (1990-98); Equity Analyst with Harris Associates (1983-90); Investment Analyst with Northwestern Mutual Life Insurance Co. (1981-83)

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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