EQOP Natixis U.S. Equity Opportunities ETF
What is EQOP?
EQOP is an actively managed, non-transparent ETF to provide exposure to broad US equity market. Stock selections are made by two portfolio managers. The fund utilizes the Natixis/NYSE non-transparent model.
EQOP Factset Analytics Insight
EQOP has a multi-manager approach in a non-transparent ETF structure. Harris Associates and Loomis Sayles are selected as the Sub-advisors and allocated 50% each in fund assets. The Sub-advisors have two distinct approaches to selecting equities but are intended to complement each other. Loomis has a wider exposure, which includes all capitalization companies that focus on the following growth characteristics: long-term structural growth drivers, attractive cash flow returns, and long-term value creation for shareholders. Conversely, Harris emphasizes investing in large-cap firms with value traits. EQOP publishes a “proxy portfolio” on its website. It only includes some holdings, designed to track MID’s daily performance and help facilitate arbitrage opportunities. However, take note of its nontransparent structure which could result in wider spreads. Holdings are disclosed on a quarterly basis with a 10-day lag.
EQOP Summary Data
Peers
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EQOP Portfolio Data
EQOP Index Data
EQOP Portfolio Management
EQOP Tax Exposures
EQOP Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EQOP. EQOP is rated a N/A out of 5.
EQOP Tradability
EQOP Top 10 Holdings
EQOP Performance Statistics
EQOP Countries
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EQOP Regions
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EQOP Economic Development
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EQOP Benchmark Comparison Summary
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EQOP Benchmark Comparison Market Cap Size
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