Natixis Funds Trust I U.S. Equity Opportunities Fund Class A
NEFSX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 888 Boylston Street Boston MA United States of America 2199
- IPO Date
- Jul 7, 1994
- CIK
- 0000770540
- Website
- im.natixis.com
- Similar Companies
- Business
- Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX) is an open-end investment company that seeks long-term growth of capital by investing primarily in equity securities of U.S. issuers, including common stocks and preferred stocks; ordinarily, at least 80% of its net assets (plus any borrowings for investment purposes) are allocated to such securities under normal market conditions. The fund employs a blended investment style combining complementary value and growth strategies from subadvisers Harris Associates (large-cap value) and Loomis Sayles (all-cap growth), targeting large-cap blend equities with a focus on overlooked opportunities trading at discounts to intrinsic value; its portfolio is diversified across sectors such as financial services (21.41%), technology (19.44%), communication services (16.87%), consumer cyclical (12.82%), and healthcare (10.61%), with top holdings including NVIDIA Corp., Alphabet Inc., Meta Platforms Inc., Tesla Inc., and Netflix Inc.. Launched on July 7, 1994, and domiciled in the United States with principal operations at 888 Boylston Street, Boston, Massachusetts, the fund is available for sale in the U.S. to individual and institutional investors, featuring a net expense ratio of 1.07%, a 5.75% front-end load, and a minimum initial investment of $2,500. Managed by a team including Aziz Hamzaogullari (since 2011), William Nygren (since 2014), Michael Mangan (since 2014), Michael Nicolas (since 2020), and Robert Bierig (since 2022), it maintains total net assets of approximately $1.31 billion, with the Class A share class at $769.74 million as of recent data. In recent developments, Natixis Investment Managers, the fund's affiliate, completed key acquisitions in 2024 including full ownership of Ostrum AM and AEW Europe from La Banque Postale, alongside extensions of industrial partnerships until 2030; the firm also announced a major strategic merger of its asset management business lines with Generali in 2025 to create a global champion and European revenue leader, enhancing offerings amid industry consolidation.