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    Natixis CGM Advisor Targeted Equity Y (NEGYX)

    11.13 Up 0.06(0.54%) May 27
    Prev Close:11.07
    YTD Return*:-1.24%
    Net Assets*:492.15M
    Yield*:N/A

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for NEGYX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    LEN8.173.70
    DHI8.151.55
    MS8.13-1.65
    DIS7.3517.88
    TOL7.054.38

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:492.15M
    Category:Large Blend
    Annual Report Expense Ratio (net):0.89%

    Performance & Risk

    YTD Return:-1.24%
    5y Avg Return:8.37%
    Rank in Category (ytd):96
    % Rank in Category (ytd):5.88%
    Beta (3y):1.26
    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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