Natixis Funds Trust I U.S. Equity Opportunities Fund Class A

Frequently Asked Questions About NEFSX

What does NEFSX invest in?

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.

What is the expense ratio of NEFSX?

Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX) charges an expense ratio of 1.07%. This is the annual fee deducted from fund assets to cover management and operations.

How big is NEFSX?

Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX) manages $1.15B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is NEFSX actively managed or an index fund?

NEFSX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was NEFSX launched?

Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX) launched in July 1994 and is managed by Natixis.

How has NEFSX performed?

NEFSX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.