Natixis Oakmark Fund Quote
| NECOX Fund | USD 22.52 0.02 0.09% |
PerformanceVery Weak
| Odds Of DistressLow
|
Natixis Oakmark is trading at 22.52 as of the 20th of March 2025; that is 0.09 percent decrease since the beginning of the trading day. The fund's open price was 22.54. Natixis Oakmark has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
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. uses a value investment philosophy in selecting equity securities, including common stocks.. More on Natixis Oakmark Fund
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Natixis Mutual Fund Highlights
| Fund Concentration | Natixis Funds, Large Funds, Large Value Funds, Large Value, Natixis Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Natixis Oakmark Fund [NECOX] is traded in USA and was established 20th of March 2025. Natixis Oakmark is listed under Natixis Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Natixis Funds family. This fund now has accumulated 409.64 M in assets with no minimum investment requirementsNatixis Oakmark is currently producing year-to-date (YTD) return of 1.58% with the current yeild of 0.0%, while the total return for the last 3 years was 11.28%.
Check Natixis Oakmark Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Natixis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Natixis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Natixis Oakmark Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Natixis Oakmark Fund Mutual Fund Constituents
| AIG | American International Group | Stock | Financials | |
| PH | Parker Hannifin | Stock | Industrials | |
| TEL | TE Connectivity | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| ADP | Automatic Data Processing | Stock | Industrials | |
| HCA | HCA Holdings | Etf | Health Care | |
| KKR | KKR Co LP | Stock | Financials | |
| GS | Goldman Sachs Group | Stock | Financials |
Natixis Oakmark Risk Profiles
| Mean Deviation | 0.8044 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.67 | |||
| Risk Adjusted Performance | (0.08) |
Natixis Oakmark Against Markets
Other Information on Investing in Natixis Mutual Fund
Natixis Oakmark financial ratios help investors to determine whether Natixis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Natixis with respect to the benefits of owning Natixis Oakmark security.
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