Morningstar

Mirova Global Megatrends Fund Class A ESGMX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 22.54  /  +0.35 %
  • Total Assets 662.6M
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.14%
  • Turnover 21%

USD | NAV as of Aug 19, 2026 | 1-Day Return as of Aug 19, 2026, 8:51 PM GMT+0

Morningstar’s Analysis ESGMX

Will ESGMX 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 ESGMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ESGMX 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 ESGMX’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.

Gregg Wolper

Gregg Wolper

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
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Portfolio Holdings ESGMX

More ESGMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.03 45M
Technology

Microsoft Corp

4.46 28M
Technology

Mastercard Inc Class A

4.25 27M
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.11 26M
Technology

Eli Lilly and Co

3.18 20M
Healthcare

Iberdrola SA

3.16 20M
Utilities

Palo Alto Networks Inc

2.91 18M
Technology

Broadcom Inc

2.88 18M
Technology

Thermo Fisher Scientific Inc

2.76 17M
Healthcare

eBay Inc

2.66 17M
Consumer Cyclical

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