Natixis Funds Trust I U.S. Equity Opportunities Fund (NEFSX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NEFSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NEFSX
NEFSX charges 1.14% annually. There are 336 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | NEFSX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | NEFSX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | NEFSX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | NEFSX vs VRGWX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | NEFSX vs VIGAX |
Best Risk-Adjusted Alternatives to NEFSX
NEFSX has a PortfoliosLab risk / return rank of 15. There are 195 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | NEFSX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | NEFSX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | NEFSX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | NEFSX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | NEFSX vs FDSSX |
Top Performing NEFSX Alternatives (YTD)
NEFSX is at 0.61% YTD. There are 302 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | NEFSX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | NEFSX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | NEFSX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | NEFSX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | NEFSX vs VPMCX |
Lowest Volatility Alternatives to NEFSX
NEFSX has 13.68% 1-year volatility. There are 39 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | NEFSX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | NEFSX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | NEFSX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | NEFSX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | NEFSX vs GQEPX |
Lowest Drawdown Alternatives to NEFSX
NEFSX has a 1-year max drawdown of -11.20%. There are 69 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | NEFSX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | NEFSX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | NEFSX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | NEFSX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | NEFSX vs DNVYX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, LGRRX, GAFYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 4 | -6.38% | — | May 1991 | NEFSX vs LSGRX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 3 | -6.55% | — | Feb 2013 | NEFSX vs LGRRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 74 | 10.26% | — | Sep 2008 | NEFSX vs GAFYX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market, Investment Grade Bonds | 12 | -0.64% | — | Dec 1996 | NEFSX vs LSIIX | |
| Gateway Fund | Options Trading | 62 | 3.94% | — | Dec 1977 | NEFSX vs GATEX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 19 | -0.90% | — | Nov 1973 | NEFSX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 16 | 1.17% | — | Mar 2016 | NEFSX vs ESGYX | |
| Gateway Equity Call Premium Fund | Options Trading | 80 | 5.97% | — | Sep 2014 | NEFSX vs GCPYX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 44 | 6.49% | — | May 1931 | NEFSX vs NEFOX | |
| Gateway Fund Class Y Shares | Options Trading | 64 | 4.07% | — | — | NEFSX vs GTEYX |
Often Compared With NEFSX
Investors most often compare NEFSX with USBOX, SMH, ITA. These 20 comparison targets span 17 categories, based on PortfoliosLab usage data.
Compare NEFSX with Any Fund or Stock
Compare NEFSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NEFSX with funds that move differently
Natixis Funds Trust I U.S. Equity Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NEFSX.
Explore NEFSX Diversifiers