Natixis Funds Trust II Oakmark Fund (NEFOX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NEFOX
NEFOX charges 1.05% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among NEFOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | NEFOX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | NEFOX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | NEFOX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | NEFOX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | NEFOX vs TILVX |
Best Risk-Adjusted Alternatives to NEFOX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | NEFOX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | NEFOX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | NEFOX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | NEFOX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | NEFOX vs VALAX |
Top Performing NEFOX Alternatives (YTD)
NEFOX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | NEFOX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | NEFOX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | NEFOX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | NEFOX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | NEFOX vs HFCVX |
Lowest Volatility Alternatives to NEFOX
NEFOX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | NEFOX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | NEFOX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | NEFOX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | NEFOX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | NEFOX vs ACIIX |
Lowest Drawdown Alternatives to NEFOX
NEFOX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | NEFOX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | NEFOX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | NEFOX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | NEFOX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | NEFOX vs PSECX |
Other Mutual Funds from Natixis
Most popular Natixis mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 9 | -14.81% | May 16, 1991 | NEFOX vs LSGRX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 9 | -14.90% | Feb 1, 2013 | NEFOX vs LGRRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 36 | 0.17% | Sep 29, 2008 | NEFOX vs GAFYX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 11 | -9.28% | Mar 30, 2016 | NEFOX vs ESGYX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 32 | -1.33% | Dec 31, 1996 | NEFOX vs LSIIX | |
| Gateway Fund | Options Trading | 26 | -4.72% | Dec 6, 1977 | NEFOX vs GATEX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 67 | -0.64% | Nov 7, 1973 | NEFOX vs NEFRX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 15 | -9.40% | Jul 7, 1994 | NEFOX vs NEFSX | |
| Gateway Fund Class Y Shares | Options Trading | 27 | -4.67% | — | NEFOX vs GTEYX | |
| Loomis Sayles Growth Fund Class C | Large Cap Growth Equities | 7 | -15.04% | Feb 1, 2013 | NEFOX vs LGRCX |
Often Compared With NEFOX
What investors most often compare with NEFOX, 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.