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  •  Dow Down 0.45% Nasdaq Down 0.49%

    Natixis CGM Advisor Targeted Equity Y (NEGYX)

    11.44 Down 0.05(0.44%) Feb 27
    Prev Close:11.49
    YTD Return*:-5.91%
    Net Assets*:485.85M
    Yield*:N/A

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for NEGYX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MS7.74-11.03
    LEN7.19-0.29
    DHI7.04-1.74
    C6.29-11.79
    DIS6.26-2.40

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:485.85M
    Category:Large Blend
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:-5.91%
    5y Avg Return:10.60%
    Rank in Category (ytd):98
    % Rank in Category (ytd):5.91%
    Beta (3y):1.24
    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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