• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.45% Nasdaq Up 0.51%

    Natixis CGM Advisor Targeted Equity Y (NEGYX)

    10.99 Up 0.11(1.01%) May 1
    Prev Close:10.99
    YTD Return*:1.79%
    Net Assets*:513.51M
    Yield*:N/A

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for NEGYX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MS7.99-7.04
    LEN7.7615.80
    DHI7.6611.95
    DIS7.1511.94
    TOL6.7214.18

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:513.51M
    Category:Large Blend
    Annual Report Expense Ratio (net):0.89%

    Performance & Risk

    YTD Return:1.79%
    5y Avg Return:9.09%
    Rank in Category (ytd):28
    % Rank in Category (ytd):1.71%
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback