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  •  Dow Down 1.45% Nasdaq Down 1.03%

    Natixis CGM Advisor Targeted Equity A (NEFGX)

    10.09 Down 0.18(1.75%) Jan 30
    Prev Close:10.27
    YTD Return*:8.27%
    Net Assets*:526.57M
    Yield*:N/A

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for NEFGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MS7.74-0.23
    LEN7.19-1.16
    DHI7.04-1.30
    C6.290.28
    DIS6.26-0.47

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:526.57M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.17%

    Performance & Risk

    YTD Return:8.27%
    5y Avg Return:9.84%
    Rank in Category (ytd):79
    % Rank in Category (ytd):5.04%
    Beta (3y):1.23
    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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