Morningstar

Mirova Global Megatrends Fund Class C ESGCX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 20.00  /  +0.10 %
  • Total Assets 651.0M
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.950%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 21%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis ESGCX

Will ESGCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ESGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ESGCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ESGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Meets its sustainability goal, but beating the index has proved much more challenging.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Mirova Global Megatrends has a new name in the US, but its approach—and the resulting benefits and limitations—remains the same.

by Gregg Wolper
Rated on Published on

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Portfolio Holdings ESGCX

More ESGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.84 45M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.73 31M
Technology

Mastercard Inc Class A

3.71 24M
Financial Services

Microsoft Corp

3.49 23M
Technology

Palo Alto Networks Inc

3.43 23M
Technology

Eli Lilly and Co

3.24 21M
Healthcare

Iberdrola SA

3.23 21M
Utilities

ASML Holding NV

3.02 20M
Technology

Broadcom Inc

2.73 18M
Technology

Vertiv Holdings Co Class A

2.59 17M
Industrials

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