NasdaqGM - Delayed Quote USD

Mirova Global Sustainable Equit (0P00017BAM)

19.60 +0.16 (+0.82%)
As of April 5 at 4:00 PM EDT. Market Open.
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DELL
  • Previous Close 19.44
  • YTD Return 10.98%
  • Expense Ratio 0.90%
  • Category World Large-Stock Growth
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 1.14B
  • Beta (5Y Monthly) 1.13
  • Yield 0.34%
  • 5y Average Return --
  • Holdings Turnover 23.00%
  • Last Dividend 0.01
  • Inception Date May 1, 2017

Under normal circumstances, the fund invests at least 80% of its assets in equity securities, which may include common stocks, preferred stocks, depositary receipts and real estate investment trusts ("REITS"). It invests in securities of companies located in no fewer than three countries, which may include the U.S. Under normal circumstances, the fund will invest a percentage of its assets in securities of companies located outside the U.S. equal to at least the lesser of 40% or the percentage of foreign issuers in its benchmark, the MSCI World Index, less 5%.

Natixis Funds

Fund Family

World Large-Stock Growth

Fund Category

1.14B

Net Assets

2017-05-01

Inception Date

Performance Overview: 0P00017BAM

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Trailing returns as of 4/4/2024. Category is World Large-Stock Growth.

YTD Return

0P00017BAM
10.98%
Category
9.95%
 

1-Year Return

0P00017BAM
23.06%
Category
40.81%
 

3-Year Return

0P00017BAM
5.71%
Category
19.17%
 

5-Year Return

0P00017BAM
12.78%
Category
18.49%
 

Holdings: 0P00017BAM

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Top 10 Holdings (41.15% of Total Assets)

SymbolCompany% Assets
MA
Mastercard Incorporated 5.01%
NVDA
NVIDIA Corporation 4.77%
MSFT
Microsoft Corporation 4.74%
NOVO-B.CO
Novo Nordisk A/S 4.38%
TMO
Thermo Fisher Scientific Inc. 3.98%
LLY
Eli Lilly and Company 3.95%
ECL
Ecolab Inc. 3.82%
EBAY
eBay Inc. 3.66%
ADBE
Adobe Inc. 3.52%
ROP
Roper Technologies, Inc. 3.32%

Sector Weightings

Sector0P00017BAM
Technology   30.34%
Healthcare   23.26%
Industrials   11.09%
Utilities   5.61%
Real Estate   0.00%
Energy   0.00%

Recent News: 0P00017BAM

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Research Reports: 0P00017BAM

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