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    Natixis CGM Advisor Targeted Equity Y (NEGYX)

    12.29 Up 0.25(2.08%) Dec 18
    Prev Close:12.04
    YTD Return*:8.69%
    Net Assets*:538.48M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for NEGYX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    GILD7.6836.07
    MS7.4815.18
    C5.944.39
    DIS5.9322.34
    LEN5.8218.35

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:538.48M
    Category:Large Blend
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:8.69%
    5y Avg Return:10.42%
    Rank in Category (ytd):80
    % Rank in Category (ytd):5.07%
    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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