Natixis Equity Opportunities Fund Quote
| NEFSX Fund | USD 47.22 0.17 0.36% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Natixis Us is trading at 47.22 as of the 25th of November 2024; that is 0.36% up since the beginning of the trading day. The fund's open price was 47.05. Natixis Us has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Natixis Equity Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities. Equity securities may include common stocks and preferred stocks. Under normal market conditions, it will invest at least 80 percent of its net assets in securities of U.S. More on Natixis Equity Opportunities
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Natixis Mutual Fund Highlights
| Fund Concentration | Natixis Funds, Large Blend Funds, Large Blend, Natixis Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Natixis Equity Opportunities [NEFSX] is traded in USA and was established 25th of November 2024. Natixis Us is listed under Natixis Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Natixis Funds family. This fund now has accumulated 867.78 M in assets with no minimum investment requirementsNatixis Equity Oppor is currently producing year-to-date (YTD) return of 25.89% with the current yeild of 0.0%, while the total return for the last 3 years was 9.74%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Natixis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Natixis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Natixis Equity Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Natixis Equity Opportunities Mutual Fund Constituents
| CSCO | Cisco Systems | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| REGN | Regeneron Pharmaceuticals | Stock | Health Care | |
| ORCL | Oracle | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MNST | Monster Beverage Corp | Stock | Consumer Staples |
Natixis Equity Oppor Risk Profiles
| Mean Deviation | 0.6425 | |||
| Semi Deviation | 0.5978 | |||
| Standard Deviation | 0.893 | |||
| Variance | 0.7975 |
Natixis Us Against Markets
Other Information on Investing in Natixis Mutual Fund
Natixis Us financial ratios help investors to determine whether Natixis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Natixis with respect to the benefits of owning Natixis Us security.
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