Natixis Funds Trust I U.S. Equity Opportunities Fund

Frequently Asked Questions About NESYX

What does NESYX invest in?

The fund typically allocates a substantial majority—at least 80%—of its total assets, including capital obtained through borrowing, to equity instruments, specifically common and preferred shares. Under normal market circumstances, its investments are predominantly concentrated in securities issued by U.S. companies, with no less than 80% of its net and borrowed assets directed towards domestic issuers. The strategy employed for equity selection combines the distinct methodologies of two separate subadvisory firms across the different segments of the fund's portfolio.

What is the expense ratio of NESYX?

Natixis Funds Trust I U.S. Equity Opportunities Fund (NESYX) charges an expense ratio of 0.82%. This is the annual fee deducted from fund assets to cover management and operations.

How big is NESYX?

Natixis Funds Trust I U.S. Equity Opportunities Fund (NESYX) manages $1.14B 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 NESYX actively managed or an index fund?

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

When was NESYX launched?

Natixis Funds Trust I U.S. Equity Opportunities Fund (NESYX) launched in November 1994 and is managed by Natixis.

How has NESYX performed?

NESYX'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.