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Natixis Funds Trust I U.S. Equity Opportunities Fund Class A · NASDAQ
Price: $47.37 · Annual div: $4.20/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in NEFSX → $23.4K in 10 years · $158.46/month
The fund primarily aims to deliver significant long-term growth for investors' capital. It typically allocates a minimum of 80% of its overall assets (including any borrowed funds used for investment) to equity instruments, encompassing both common and preferred stocks. Furthermore, when market conditions are normal, at least 80% of its portfolio assets will be invested in securities issued by U.S.-based entities. The fund's unique approach to equity investing involves combining the distinct selection methodologies of two different subadvisors, with each responsible for choosing securities for specific sections of the portfolio.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold NEFSX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 8.86% | 6.06% | $886 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 7.53% | 4.73% | $753 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 7.09% | 4.29% | $709 / yr |
| 🇬🇧 UK ISA | 0% | 8.86% | 6.06% | $886 / yr |
| 🇬🇧 UK Taxable | 8.75% | 8.08% | 5.28% | $808 / yr |
| 🇨🇦 TFSA | 0% | 8.86% | 6.06% | $886 / yr |
| 🇨🇦 CA Taxable | 25% | 6.64% | 3.84% | $665 / yr |
| 🇦🇺 Super (pension) | 15% | 7.53% | 4.73% | $753 / yr |
| 🇦🇺 AU Taxable | 30% | 6.20% | 3.40% | $620 / yr |
| 🇩🇪 DE Taxable | 26.375% | 6.52% | 3.72% | $652 / yr |
| 🇫🇷 FR Taxable | 30% | 6.20% | 3.40% | $620 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $4.20/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
NEFSX pays quarterly — 4 times per year. Next ex-div: TBD.
How NEFSX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for NEFSX sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the NEFSX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX) is currently trading at $47.37, trading near its 52-week high. The current dividend yield is 8.86% based on an annual payout of $4.20 per share.
Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX) is a financial services stock currently trading at $47.37 with a dividend yield of 8.86%. The company pays an annual dividend of $4.20 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
Auto-generated from live market data. For educational purposes only — not financial advice.
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