NOANX Mutual Fund

NOANX Mutual Fund

NAV$35.63
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Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
0.73%
Dividend Yield (Current)
8.49%
Holdings
59
Inception Date
May 1, 2017
Fund Family
Natixis Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+6.33%
1 Year+14.72%
3 Year+14.61%
5 Year+11.48%
10 Year+14.08%

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
$2.05
-

Peer Comparison

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

NOANX Mutual Fund Overview

NOANX Mutual Fund (Natixis Oakmark Fund Class N) is managed by Natixis Funds. NOANX expense ratio is 0.73%, holding 59 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2017-05-01.

NOANX performance shows a YTD return of 6.33%. The 1-year return is 14.72% and the 5-year return is 11.48%. NOANX dividend yield stands at 8.49%, paid semi-annually.

NOANX 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 NOANX holdings, NOANX sectors, or NOANX dividends.

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