NEFSX Mutual Fund
NEFSX Mutual Fund
NEFSX Mutual Fund
Natixis US Equity Opportunities Fund Class A
NEFSX Mutual Fund Overview
NEFSX Mutual Fund (Natixis US Equity Opportunities Fund Class A) is managed by Natixis Funds with $710.7M in net assets. NEFSX expense ratio is 1.06%, holding 82 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1994-07-07.
NEFSX performance shows a YTD return of 4.38%. The 1-year return is 5.79% and the 5-year return is 10.43%. NEFSX dividend yield stands at 0.01%, paid semi-annually.
NEFSX top holdings include Nvidia Corp (5.7%), Alphabet Inc (5.1%), Amazon.Com Inc (3.7%), Tesla Inc (3.6%), Meta Platforms Inc (2.9%). Go to all NEFSX holdings, NEFSX sectors, or NEFSX dividends.
NEFSX can be compared against other funds. Use NEFSX overlap to find shared positions, or NEFSX vs another fund for a side-by-side view. NEFSX alternatives are available via the screener, along with tax-loss harvesting opportunities.