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Fund Intelligence | Best Managers | NEGYX Insights | NEGYX Score | NEGYX Performance | NEGYX Manager | NEGYX News | NEGYX Allocation | NEGYX Holdings Change

Mutual Fund Insights: Natixis CGM Advisor Targeted Equity Y Fund (NEGYX)

In-depth Analysis of Natixis CGM Advisor Targeted Equity Y Fund (NEGYX)

Mutual fund chart: Natixis CGM Advisor Targeted Equity Y Fund (NEGYX)

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See Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) performance details as of January 31, 2010

  

    Last Trade: $10.31 on 3/16/2010, Change: +0.11 (1.08%)
Experiment our closing price forecasting tool for Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) (alpha release)

  

Fund Manager - G. Kenneth Heebner

Fund Manager Tenure: 33.2 years   [Similar Funds: NEGCX ]
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)
Heebner is general partner and portfolio manager with Capital Growth Management, instrumental in helping launch the firm in 1990. Previously, he spent 12 years as the head of the portfolio management group for Loomis Sayles & Company. Heebner also served as vice president with Scudder Stevens and Clark from 1971 to 1976. He began his career in 1965 as an economist with A & H Kroeger. Heebner holds the Chartered Financial Analyst designation.  Get more insights on G. Kenneth Heebner

  

What we like about Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) What we like about Natixis CGM Advisor Targeted Equity Y Fund (NEGYX)

Data for Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) as of January 31, 2010

  • Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) management has been with Natixis CGM Advisor Targeted Equity Y Fund for 33.2 years
  • Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) has good mid-term performance (3-year return -1.69% vs -5.20% Large Growth category average)
  • Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) has good Long-term performance (5-year return 3.69% vs 0.87% Large Growth category average)
  • Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) ratio of up-years vs down years is greater than 2
  • Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) has a Morningstar rating of 4 and above
  • Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) has a lower management fee than its Large Growth average: 0.85% vs 1.33%
  • Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) What we are cautious about Natixis CGM Advisor Targeted Equity Y Fund (NEGYX)

Data for Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) as of January 31, 2010

  • Natixis CGM Advisor Targeted Equity Y Fund is a focused fund with 70.62% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) has a less-than-ideal short-term performance (1-year return 24.31% vs 35.76% Large Growth category average)
  • Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) has an annual stock turnover rate of 211.00% that is higher than the Large Growth average of 109.93%. This could mean Natixis CGM Advisor Targeted Equity Y is more nimble, but also signal potential high tax impact and high trading fees
  • Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.15 that is higher than category average of 21.28
See Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) performance details as of January 31, 2010

  

  

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Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) Net Asset

Track net asset change of Natixis CGM Advisor Targeted Equity Y fund (NEGYX)

DateNet Asset
01/2010$247.30M
11/2009$261.57M
10/2009$242.90M
More historic net asset information on Natixis CGM Advisor Targeted Equity Y Fund (NEGYX)

  

Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) Portfolio Allocation

Track portfolio allocation change of Natixis CGM Advisor Targeted Equity Y fund (NEGYX)

DateCashStockBondOther
11/20090.74%99.26%0%0%
09/20090.52%99.48%0%0%
08/20091.65%98.35%0%0%
Click here to see more historic asset allocation information on Natixis CGM Advisor Targeted Equity Y Fund (NEGYX)

  

Most Recent Top 10 Holdings in Natixis CGM Advisor Targeted Equity Y Fund (NEGYX)

Discover what Natixis CGM Advisor Targeted Equity Y Fund (NEGYX) manager is buying

30-Nov-09
ITAU UNIBANCO ADS [9.18%]
GOLDMAN SACHS GRP [9.08%]
BANCO BRADESCO ADS [8.22%]
FORD MOTOR CO [7.11%]
FREEPORT MCMORAN B [6.87%]
Baidu, Inc. [6.42%]
FEDEX CORP [6.33%]
VALE S.A. ADS [6.16%]
BEST BUY CO INC [5.72%]
PHILIP MORRIS INTL [5.53%]

30-Sep-09
GOLDMAN SACHS GRP [9.88%]
ITAU UNIBANCO ADS [8.33%]
BANCO BRADESCO ADS [7.74%]
Baidu, Inc. [5.8%]
FORD MOTOR CO [5.78%]
FREEPORT MCMORAN B [5.71%]
FEDEX CORP [5.65%]
PHILIP MORRIS INTL [5.62%]
CVS CAREMARK CP [5.49%]
INTL BUSINESS MACH [5.15%]

31-Aug-09
GOLDMAN SACHS GRP [9.26%]
ITAU UNIBANCO ADS [7.23%]
BANCO BRADESCO ADS [6.58%]
FORD MOTOR CO [6.36%]
CVS CAREMARK CP [6.02%]
JP MORGAN CHASE CO [5.68%]
PHILIP MORRIS INTL [5.5%]
FREEPORT MCMORAN B [5.47%]
FEDEX CORP [5.39%]
INTL BUSINESS MACH [5.31%]
Click here for Stock Holding Change Map in Natixis CGM Advisor Targeted Equity Y Fund (NEGYX)

  

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Latest News on Natixis CGM Advisor Targeted Equity Y (NEGYX)

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