Nasdaq - Delayed Quote USD

Natixis US Equity Opportunities N (NESNX)

57.82 -0.96 (-1.63%)
As of 8:05 AM EDT. Market Open.

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in equity securities. Equity securities may include common stocks and preferred stocks. Under normal market conditions, it will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in securities of U.S. issuers. The fund's approach to equity investing combines the styles of two subadvisers in selecting securities for each of the fund's segments.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 37.44%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 2

Performance & Risk

YTD Return 18.72%
5y Average Return 16.21%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
NESNXCategory AverageNESNXCategory AverageNESNXCategory Average
Alpha -2.26 -0.01 -0.09 -0.01 -0.28 -0.01
BETA 1.1 0.01 1.07 0.01 1.1 0.01
Mean Annual Return 0.96 0.01 1.45 0.01 1.22 0.01
R-squared 90.78 0.94 92.57 0.95 92.92 0.95
Standard Deviation 20.29 0.17 20.11 0.19 17.38 0.15
Sharpe Ratio 0.38 0 0.75 0.01 0.75 0.01
Treynor Ratio 5.45 0.03 13.17 0.1 11.17 0.1

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