Natixis Mirova Global Sustainable Equity (ESGYX.O)

At A Glance

You hold ESGYX.O in 0 portfolios

Net Asset Value

17.13USD

 0.08 +0.47%

09/22/2020

Category
World Equity
YTD Return (Cumulative)
 14.84%
Classification
Global Multi-Cap Growth
5 Year Return (Annualized)
--
Manager Benchmark
Lipper GL Multi-Cp Gr IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

ESGYX.O — More Risk, More Return

Roll over fund for details

ESGYX.O outperforms 87 funds in its category for 3 Year Return, which is higher than the category median.

ESGYX.O has a higher risk than 88 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare ESGYX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales FeeNone
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee0.66%
 
 
Max 12b-1 Fee RatioNone
 
Early Redemption FeeNone
 
Expense Ratio0.96
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$570 in fees
$20,394 before
 
$19,824 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Sep 23, 2020)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
ESGYX.O15.9930.9510.30.880.93
Lipper GL Multi-Cp Gr IX
Lipper Classification Index
17.130.7870.2580.9120.962
MSCI EAFE ND IX
Broad-Based Index
15.4310.1261.1160.9280.84

Similar Funds & ETFs

2 Mutual Funds »

YTD Return
 53.4%
3Yr Return
 33.4%
5Yr Return
--

BGLUX's YTD and 3 year Returns outperformed ESGYX.O

YTD Return
 53.3%
3Yr Return
 33.4%
5Yr Return
 27.4%

BGAIX's YTD and 3 year Returns outperformed ESGYX.O

1 ETF »

YTD Return
 38.8%
3Yr Return
 17.0%
5Yr Return
 12.8%

IPOS's YTD and 3 year Returns outperformed ESGYX.O

View Overview Page For