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NEFOX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$31.81
Change
-$0.32 (-1.00%)
Net Assets
892.22M

NEFOX Natixis Oakmark A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Wells Fargo & Co (NYSE:WFC), Comcast Corp (NASDAQ:CMCSA), ConocoPhillips (NYSE:COP), Capital One Financial (NYSE:COF), American International Group (NYSE:AIG), IQVIA Holdings (NYSE:IQV).

Industry description

The investment seeks long-term capital appreciation. 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.

Market Cap

The average market capitalization across the Natixis Oakmark A MF is 290.08B. The market cap for tickers in the group ranges from 45.3B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is IQV at 45.3B.

Volume

The average weekly volume growth across all stocks in the Natixis Oakmark A MF was -13%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 36%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 72
P/E Growth Rating: 42
Price Growth Rating: 46
SMR Rating: 46
Profit Risk Rating: 34
Seasonality Score: 29 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Natixis Funds Trust II399 Boylston Street,12th FloorBoston
Phone
N/A
Web
NGAM.natixis.com
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NEFOX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NEFOX has been closely correlated with DODGX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if NEFOX jumps, then DODGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NEFOX
1D Price
Change %
NEFOX100%
-1.00%
DODGX - NEFOX
89%
Closely correlated
-0.67%
DOXGX - NEFOX
89%
Closely correlated
-0.67%
VIVAX - NEFOX
88%
Closely correlated
-0.62%
VIVIX - NEFOX
88%
Closely correlated
-0.62%
VVIAX - NEFOX
88%
Closely correlated
-0.60%
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