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Natixis CGM Advisor Targeted Equity B (NEBGX)

10.36 Down 0.01(0.10%) Nov 26
Prev Close:10.37
YTD Return*:4.66%
Net Assets*:529.10M
Yield*:N/A

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for NEBGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GILD7.6846.44
MS7.4811.80
C5.942.69
DIS5.9320.04
LEN5.829.91

Fund Basics

Morningstar Overall Rating:
Total Assets:529.1M
Category:Large Blend
Annual Report Expense Ratio (net):1.91%

Performance & Risk

YTD Return:4.66%
5y Avg Return:10.52%
Rank in Category (ytd):90
% Rank in Category (ytd):5.6%
Beta (3y):1.25
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term growth of capital through investment in equity securities of companies whose earnings are expected to grow at a faster rate than that of the overall United States economy. The fund will invest at least 80% of its net assets in equity investments, including common stocks and preferred stocks. It will generally invest in a focused portfolio of common stocks of large-capitalization companies that the fund's adviser, Capital Growth Management Limited Partnership ("CGM"), expects will grow at a faster rate than that of the overall United States economy. The fund will not invest in small-capitalization companies. View More
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