NEFSX Mutual Fund (Natixis US Equity Opportunities Fund Class A) is managed by Natixis Funds with $608.5M in net assets. NEFSX expense ratio is 1.06%, holding 79 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1994-07-07.

NEFSX performance shows a YTD return of -7.09%. The 1-year return is 5.51% and the 5-year return is 12.97%. NEFSX dividend yield stands at 9.50%, paid semi-annually.

NEFSX top holdings include Nvidia Corp. (5.3%), Alphabet Inc Common Stock USD 0.001 (4.5%), Tesla Inc (3.4%), Meta Platforms, Inc. (3.1%), Conocophillips Common Stock USD 0.01 (2.9%). View all NEFSX holdings, sector breakdown, or dividend history.

NEFSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NEFSX alternatives are available via the screener, along with tax-loss harvesting opportunities.