Skip to Content
Morningstar

Mirova Global Sustainable Equity Y ESGYX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 19.46  /  +0.83 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.55%
  • Turnover 23%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:14 PM GMT+0

Morningstar’s Analysis ESGYX

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

  • People Pillar

    The People Pillar is our evaluation of the ESGYX 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 ESGYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Mirova Global Sustainable Equity Y's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ESGYX

More ESGYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mastercard Inc Class A

5.00 56.8 Mil
Financial Services

Microsoft Corp

4.74 53.9 Mil
Technology

Novo Nordisk A/S Class B

4.63 52.7 Mil
Healthcare

NVIDIA Corp

4.59 52.2 Mil
Technology

eBay Inc

4.02 45.7 Mil
Consumer Cyclical

Eli Lilly and Co

4.01 45.6 Mil
Healthcare

Thermo Fisher Scientific Inc

3.99 45.3 Mil
Healthcare

Ecolab Inc

3.86 43.9 Mil
Basic Materials

Roper Technologies Inc

3.37 38.3 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.11 35.3 Mil
Technology