Natixis Funds Trust I U.S. Equity Opportunities Fund
Shareclass
Natixis US Equity Opportunities N (NESNX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Natixis Funds Trust I U.S. Equity Opportunities Fund
FUND COVERAGE
# of holdings74
% of assets97%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novartis AG ADR0.33%$4.3M
- 2. Novo Nordisk AS ADR0.59%$7.75M
- 3. Bank of America Corp1.59%$20.69M
- 4. Citigroup Inc2.39%$31.2M
- 5. Willis Towers Watson PLC1.68%$21.87M
- 6. Wells Fargo & Co1.38%$17.98M
- 7. Autodesk Inc1.27%$16.51M
- 8. General Motors Co1.66%$21.69M
- 9. Microsoft Corp1.37%$17.94M
- 10. Merck & Co Inc0.99%$12.96M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg1.2%$15.64M
- 2. CRISPR Therapeutics AG0.27%$3.51M
- 3. Boston Beer Co Inc Class A0.19%$2.43M
- 4. Charter Communications Inc Class A0.9%$11.72M
- 5. Genuine Parts Co1.01%$13.14M
- 6. SEI Investments Co0.54%$7.02M
- 7. Expeditors International of Washington Inc0.39%$5.14M
- 8. Monster Beverage Corp1.49%$19.49M
- 9. Charles Schwab Corp2.16%$28.22M
- 10. Veeva Systems Inc Class A0.94%$12.28M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Natixis Funds Trust I U.S. Equity Opportunities Fund
Totals
Holdings
Assets
Weight
Prisons
7
$162.55M
12%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
7
$193.16M
15%
Borders high risk
0
$0
0%
Total
9
$207.01M
16%
Holdings — 9 flagged holdings
1.
Alphabet Inc Class A
:$68.92M
5.28%
2.
Amazon.com Inc
:$34.55M
2.65%
3.
Salesforce Inc
:$28.14M
2.16%
4.
General Motors Co
:$21.69M
1.66%
5.
Microsoft Corp
:$17.94M
1.37%
6.
Equifax Inc
:$16.32M
1.25%
7.
Elevance Health Inc
$9.56M
0.73%
8.
Alphabet Inc Class C
:$5.6M
0.43%
9.
Yum Brands Inc
$4.28M
0.33%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Natixis Funds Trust I U.S. Equity Opportunities Fund NESNX
Environment
Social
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