NEFSX Rating, Research - Natixis Us Diversified A

Natixis Us Diversified A (nefsx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 102

Threats + Weaknesses = 87

When strengths & opportunities substantially exceed threats & weaknesses an investment in the nefsx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Natixis Us Diversified A (NEFSX) Description: NEFSX is a mutual fund, which is an investment that owns a basket of assets. The NEFSX mutual fund was provided by Natixis and this investment vehicle derives the majority of its value from equity holdings (stocks). Natixiss mutual fund has a long management tenure and is in the average fund size classification. NEFSXs minimum initial investment amount is $2500 while the IRA minimum is $1000. NEFSXs expense ratio is roughly 1%. The latest NEFSXs front end load was 6% and the back end load was 0%. The Natixis Us Diversified A (NEFSX) mutual fund falls under the large-cap growth category. NEFSX focuses its investments in USA and NEFSX is not affiliated with a particular industry or fund sector. The Natixis Us Diversified A (NEFSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NEFSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NEFSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of net assets in common stocks (see stock research) of large-capitalization companies which have market capitalizations within the range of market capitalizations of companies appearing in the Russell 1000(R) Growth Index. It invests in about 50-70 companies, with the 25 most highly regarded of these companies usually constituting approximately 70% of assets. The Adviser tends to focus on those companies that have strong management, superior industry positions, excellent balance sheets and superior earnings growth prospects.

Management Analysis Update

Performance Analysis Update