NEOYX Mutual Fund

NEOYX Mutual Fund

NAV$36.22
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Fund Essentials - as of Jun 30, 2026

Net Assets
$70M
Expense Ratio
0.77%
Dividend Yield (Current)
8.49%
Holdings
59
Inception Date
Nov 18, 1998
Fund Family
Natixis Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+6.29%
1 Year+14.70%
3 Year+14.57%
5 Year+11.43%
10 Year+14.01%

Asset Allocation

Stocks: 97.36%
Other: 2.64%
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Top Holdings

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TickerNameWeight
-Fixed Inc Clearing Corp.Repo 07/01/20263.96%
TRGPTarga Resources Corp Preferred3.27%
DALDl Co., Ltd.3.16%
KDPKeurig Dr Pepper Inc (kdp Us)2.99%
ABNBAirbnb Inc2.98%
Top 10 Concentration: 30.19%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
8.49%
Frequency
Semi-Annually
Latest Distribution
$2.04
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

NEOYX Mutual Fund Overview

NEOYX Mutual Fund (Natixis Oakmark Fund Class Y) is managed by Natixis Funds with $70.0M in net assets. NEOYX expense ratio is 0.77%, holding 59 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1998-11-18.

NEOYX performance shows a YTD return of 6.29%. The 1-year return is 14.70% and the 5-year return is 11.43%. NEOYX dividend yield stands at 8.49%, paid semi-annually.

NEOYX top holdings include Fixed Inc Clearing Corp.Repo 07/01/2026 (4.0%), Targa Resources Corp Preferred (3.3%), Dl Co., Ltd. (3.2%), Keurig Dr Pepper Inc (kdp Us) (3.0%), Airbnb Inc (3.0%). Go to all NEOYX holdings, NEOYX sectors, or NEOYX dividends.

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