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Natixis U.s. Equity Opportunities Fund Class Y: (MF: NESYX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:28 PM ET

$60.71 USD

-0.03 (-0.05%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -2.82 78
3 months -0.50 64
6 months 1.86 70
1 Year 10.72 70
3 Year 21.64 24
5 Year 13.03 18
10 Year 16.13 11

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 135.49
Bear Market (10/07 - 2/09) -50.96
Bull Market (2/09 - 3/21) 1,453.46

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.61
5 Year 14.63
10 Year 15.52
Since Inception 12.14

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.56 11.75 5.59 2.29
2024 10.96 0.18 5.44 7.09
2023 12.63 10.28 -2.16 13.03
2022 -5.09 -20.61 -3.19 8.39
2021 8.81 9.14 -0.09 4.05

Annual Return

20262025202420232022202120202019201820172016
% Total Return -2.8217.6125.5337.37-20.9423.4822.3531.35-6.2326.5912.09
% Total Return Rel to Index -2.27-0.600.5111.12-2.74-5.203.95-0.13-1.844.800.16
% Total Return Rel to Peer -2.354.906.1414.37-1.251.422.442.930.625.924.27
% Perf Quintile vs Peer* 5.002.000.001.003.003.003.002.003.002.002.00
% Dividends 0.000.100.150.120.110.000.000.250.140.140.18
% Yield 0.000.140.230.190.260.000.000.520.340.310.51
Capital Gains ($) 0.002.822.722.965.224.795.103.793.421.250.45
Expense Ratio 0.000.810.820.850.870.890.920.910.910.950.98

* 1 = Top 20%, 5 = Bottom 20%