NEFSX Mutual Fund

NEFSX Mutual Fund (Natixis US Equity Opportunities Fund Class A) is managed by Natixis Funds with $608.5M in net assets. NEFSX expense ratio is 1.06%, holding 79 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1994-07-07.

NEFSX performance shows a YTD return of 1.14%. The 1-year return is 8.03% and the 5-year return is 10.55%. NEFSX dividend yield stands at 9.19%, paid semi-annually.

NEFSX top holdings include Nvidia Corp. (5.3%), Alphabet Inc Common Stock USD 0.001 (4.5%), Tesla Inc (3.4%), Meta Platforms, Inc. (3.1%), Conocophillips Common Stock USD 0.01 (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.