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    Natixis CGM Advisor Targeted Equity B (NEBGX)

    9.20 Down 0.07(0.76%) Jul 27
    Prev Close:9.27
    YTD Return*:2.18%
    Net Assets*:503.12M
    Yield*:N/A

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for NEBGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MS9.06N/A
    DIS8.06N/A
    DHI7.78N/A
    LEN7.66N/A
    C6.80N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:503.12M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.89%

    Performance & Risk

    YTD Return:2.18%
    5y Avg Return:12.02%
    Rank in Category (ytd):28
    % Rank in Category (ytd):1.68%
    Beta (3y):1.15
    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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