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Nasdaq - Delayed Quote USD

Natixis Oakmark N (NOANX)

32.69
-0.03
(-0.09%)
At close: 8:01:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.33%
5y Average Return 23.88%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Mar 31, 2025) 34.54%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 34.54%
Worst 3Y Total Return 8.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NOANX
Category
YTD
4.77%
4.44%
1-Month
-0.38%
-4.04%
3-Month
-1.08%
4.09%
1-Year
16.86%
14.37%
3-Year
12.30%
6.04%
5-Year
18.95%
9.20%
10-Year
12.20%
8.57%
Last Bull Market
16.44%
22.97%
Last Bear Market
-17.60%
-11.27%

Annual Total Return (%) History

Year
NOANX
Category
2024
16.17%
--
2023
31.35%
11.63%
2022
-13.06%
-5.90%
2021
34.54%
26.22%
2020
13.41%
2.91%
2019
27.16%
25.04%
2018
-12.60%
-8.53%
2017
--
15.94%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.63% -4.19% 7.43% 2.01%
2023 8.05% 8.88% -1.02% 12.81%
2022 -2.18% -17.60% -2.22% 10.32%
2021 15.61% 9.05% 1.87% 4.76%
2020 -29.69% 22.89% 6.05% 23.77%
2019 12.88% 3.37% -2.19% 11.41%
2018 -1.04% 2.20% 4.15% -17.03%
2017 5.79% 5.94% -- --

Rank in Category (By Total Return)

YTD 46
1-Month 74
3-Month 36
1-Year 31
3-Year 4
5-Year 1

Load Adjusted Returns

1-Year 16.86%
3-Year 12.30%
5-Year 18.95%
10-Year 12.20%

Performance & Risk

YTD Return 1.33%
5y Average Return 23.88%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Natixis Funds
Net Assets 1.03B
YTD Return 4.77%
Yield 1.00%
Morningstar Rating
Inception Date May 01, 2017

Fund Summary

Under normal market conditions, the fund primarily invests in common stocks of U.S. companies. It generally invests in securities of larger capitalization companies in any industry. Harris Associates L.P. ("Harris Associates") uses a value investment philosophy in selecting equity securities, including common stocks.

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