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Natixis CGM Advisor Targeted Equity A (NEFGX)

11.94 Down 0.01(0.08%) Aug 27
Prev Close:11.95
YTD Return*:1.78%
Net Assets*:556.84M
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for NEFGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MS6.531.56
DHI6.23-8.22
MU6.1442.94
LEN5.87-8.29
TOL5.86-11.43

Fund Basics

Morningstar Overall Rating:
Total Assets:556.84M
Category:Large Blend
Annual Report Expense Ratio (net):1.17%

Performance & Risk

YTD Return:1.78%
5y Avg Return:11.70%
Rank in Category (ytd):94
% Rank in Category (ytd):5.74%
Beta (3y):1.45
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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