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 Dow Down 1.88% Nasdaq Down 2.09%

Natixis CGM Advisor Targeted Equity B (NEBGX)

9.75 Down 0.23(2.30%) Jul 31
Prev Close:9.98
YTD Return*:5.39%
Net Assets*:567.45M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for NEBGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
DAL7.1047.18
MS6.493.54
DHI6.2612.79
TOL5.991.19
LEN5.957.76

Fund Basics

Morningstar Overall Rating:
Total Assets:567.45M
Category:Large Blend
Annual Report Expense Ratio (net):1.91%

Performance & Risk

YTD Return:5.39%
5y Avg Return:13.41%
Rank in Category (ytd):78
% Rank in Category (ytd):4.75%
Beta (3y):1.43
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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