Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX) Research
The fund primarily aims to deliver significant long-term growth for investors' capital. It typically allocates a minimum of 80% of its overall assets (including any borrowed funds used for investment) to equity instruments, encompassing both common and preferred stocks. Furthermore, when market conditions are normal, at least 80% of its portfolio assets will be invested in securities issued by U.S.-based entities. The fund's unique approach to equity investing involves combining the distinct selection methodologies of two different subadvisors, with each responsible for choosing securities for specific sections of the portfolio.
Market snapshot
- Symbol
- NEFSX
- Price
- $44.20
- Day change
- +0.23%
- Market cap
- $1.2B
- 52-week range
- 42.75-49.83
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX)
- Boston Trust Walden Small Cap Fund (BOSOX)
- Harbor Large Cap Value Fund Institutional Class (HAVLX)
- Natixis Funds Trust I U.S. Equity Opportunities Fund (NESYX)
- Touchstone Small Company Fund Class A (SAGWX)
- Allspring Index Asset Allocation Fund Class A (SFAAX)
- Salient MLP & Energy Infrastructure Fund, Class A (SMAPX)
- Schwab Target 2035 Index Fund Institutional Shares (SWYFX)
Open Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.