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Natixis ASG Tactical US Market A (USMAX)

11.95 Up 0.02(0.17%) Sep 17
Prev Close:11.93
YTD Return*:11.09%
Net Assets*:49.86M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for USMAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
S+p500 Emini Fut Sep14 Xcme 2014091942.0630.61
SPDR S&P 5005.59-0.69
AAPL0.9215.10
XOM0.6822.77
JNJ0.5815.79

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:49.86M
Category:Long/Short Equity
Annual Report Expense Ratio (net):1.40%

Performance & Risk

YTD Return:11.09%
5y Avg Return:N/A
Rank in Category (ytd):6
% Rank in Category (ytd):1.89%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks long-term capital appreciation, with emphasis on the protection of capital during unfavorable market conditions. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in investments that are tied economically to the U.S. It pursues its investment goal primarily through investments in equity securities that broadly represent the U.S. equities market; derivative instruments related to the U.S. equities market; and fixed income securities (including money market and other short-term or variable-rate, high quality securities and related ETFs). View More
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