NECOX Mutual Fund

NECOX Mutual Fund (Natixis Oakmark Fund Class C) is managed by Natixis Funds with $59.4M in net assets. NECOX expense ratio is 1.77%, holding 59 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1995-05-01.

NECOX performance shows a YTD return of 5.70%. The 1-year return is 13.58% and the 5-year return is 9.48%. NECOX dividend yield stands at 12.66%, paid semi-annually.

NECOX top holdings include Conocophillips Common Stock USD 0.01 (3.2%), Targa Resources Corp Preferred (3.2%), International Exchange, Inc. (2.8%), Merck & Co. Inc (2.8%), Corteva Inc Ctva (2.8%). Go to all NECOX holdings, NECOX sectors, or NECOX dividends.

NECOX can be compared against other funds. Use NECOX overlap to find shared positions, or NECOX vs another fund for a side-by-side view. NECOX alternatives are available via the screener, along with tax-loss harvesting opportunities.