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NEFSX Natixis US Equity Opportunities A Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Oracle Corp (NYSE:ORCL), Bank of America Corp (NYSE:BAC), Salesforce (NYSE:CRM), Boeing Company (NYSE:BA), Capital One Financial (NYSE:COF).

Industry description

The investment seeks long-term growth of capital. 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.

Market Cap

The average market capitalization across the Natixis US Equity Opportunities A MF is 1.02T. The market cap for tickers in the group ranges from 56.64B to 3.62T. NVDA holds the highest valuation in this group at 3.62T. The lowest valued company is COF at 56.64B.

Volume

The average weekly volume growth across all stocks in the Natixis US Equity Opportunities A MF was -24%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was -29%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 56
Price Growth Rating: 21
SMR Rating: 24
Profit Risk Rating: 28
Seasonality Score: -11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Natixis Funds Trust I399 Boylston Street, 12th FloorBoston
Phone
N/A
Web
www.funds.natixis.com
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NEFSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NEFSX has been closely correlated with FXAIX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if NEFSX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NEFSX
1D Price
Change %
NEFSX100%
+0.58%
FXAIX - NEFSX
82%
Closely correlated
+0.39%
VSTSX - NEFSX
82%
Closely correlated
+0.44%
VSMPX - NEFSX
82%
Closely correlated
+0.45%
VTSMX - NEFSX
81%
Closely correlated
+0.45%
VITSX - NEFSX
81%
Closely correlated
+0.45%
More