Natixis Funds Trust II Oakmark Fund (NEFOX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NEFOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NEFOX
NEFOX charges 1.05% annually. There are 255 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | NEFOX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | NEFOX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | NEFOX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | NEFOX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | NEFOX vs VVIAX |
Best Risk-Adjusted Alternatives to NEFOX
NEFOX has a PortfoliosLab risk / return rank of 19. There are 294 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | NEFOX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | NEFOX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | NEFOX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | NEFOX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | NEFOX vs AVLVX |
Top Performing NEFOX Alternatives (YTD)
NEFOX is at 3.21% YTD. There are 308 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | NEFOX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | NEFOX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | NEFOX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | NEFOX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | NEFOX vs YAFFX |
Lowest Volatility Alternatives to NEFOX
NEFOX has 13.98% 1-year volatility. There are 294 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | NEFOX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | NEFOX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | NEFOX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | NEFOX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | NEFOX vs TMMAX |
Lowest Drawdown Alternatives to NEFOX
NEFOX has a 1-year max drawdown of -7.07%. There are 130 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | NEFOX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | NEFOX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | NEFOX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | NEFOX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | NEFOX vs SVAIX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, LSIIX, GAFYX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 5 | -2.80% | — | May 1991 | NEFOX vs LSGRX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 12 | -0.14% | — | Dec 1996 | NEFOX vs LSIIX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 61 | 9.57% | — | Sep 2008 | NEFOX vs GAFYX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 5 | -2.95% | — | Feb 2013 | NEFOX vs LGRRX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 19 | -0.04% | — | Nov 1973 | NEFOX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 11 | 1.53% | — | Mar 2016 | NEFOX vs ESGYX | |
| Gateway Fund | Options Trading | 73 | 5.22% | — | Dec 1977 | NEFOX vs GATEX | |
| Gateway Equity Call Premium Fund | Options Trading | 86 | 6.96% | — | Sep 2014 | NEFOX vs GCPYX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 13 | 1.03% | — | Jul 1994 | NEFOX vs NEFSX | |
| Gateway Fund Class Y Shares | Options Trading | 75 | 5.33% | — | — | NEFOX vs GTEYX |
Often Compared With NEFOX
Investors most often compare NEFOX with OAKMX, PEYAX, LSFYX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare NEFOX with Any Fund or Stock
Compare NEFOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NEFOX with funds that move differently
Natixis Funds Trust II Oakmark Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NEFOX.
Explore NEFOX Diversifiers