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    Natixis CGM Advisor Targeted Equity A (NEFGX)

    10.88 Down 0.03(0.27%) Apr 1
    Prev Close:10.91
    YTD Return*:2.42%
    Net Assets*:522.66M
    Yield*:N/A

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for NEFGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MS8.11-6.34
    LEN7.4611.76
    DHI7.397.56
    DIS6.7212.42
    TOL6.5311.67

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:522.66M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.15%

    Performance & Risk

    YTD Return:2.42%
    5y Avg Return:10.79%
    Rank in Category (ytd):61
    % Rank in Category (ytd):3.71%
    Beta (3y):1.28
    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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