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Natixis Oakmark N (NOANX)

34.39 +0.33 (+0.97%)
At close: 4:23 PM EDT
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DELL
  • Previous Close 34.06
  • YTD Return 13.87%
  • Expense Ratio 0.75%
  • Category Large Value
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 846.85M
  • Beta (5Y Monthly) 1.03
  • Yield 0.67%
  • 5y Average Return --
  • Holdings Turnover 40.00%
  • Last Dividend 0.00
  • Inception Date Nov 18, 1998

Under normal market conditions, the fund primarily invests in common stocks of U.S. companies. It generally invests in securities of larger capitalization companies in any industry. Harris Associates L.P. ("Harris Associates") uses a value investment philosophy in selecting equity securities, including common stocks.

Natixis Funds

Fund Family

Large Value

Fund Category

846.85M

Net Assets

1998-11-18

Inception Date

Performance Overview: NOANX

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Trailing returns as of 10/15/2024. Category is Large Value.

YTD Return

NOANX
13.87%
Category
4.44%
?

1-Year Return

NOANX
28.46%
Category
14.37%
?

3-Year Return

NOANX
10.86%
Category
6.04%
?

5-Year Return

NOANX
17.19%
Category
9.20%
?

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Holdings: NOANX

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Top 10 Holdings (28.21% of Total Assets)

SymbolCompany% Assets
GOOGL
Alphabet Inc. 3.64%
C
Citigroup Inc. 3.08%
GM
General Motors Company 2.85%
SCHW
The Charles Schwab Corporation 2.85%
WFC
Wells Fargo & Company 2.82%
FI
Fiserv, Inc. 2.75%
DE
Deere & Company 2.64%
IQV
IQVIA Holdings Inc. 2.56%
COP
ConocoPhillips 2.54%
ICE
Intercontinental Exchange, Inc. 2.48%

Sector Weightings

Recent News: NOANX

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Research Reports: NOANX

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