Morningstar

Mirova Global Megatrends Fund Class Y ESGYX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 21.94  /  −0.72 %
  • Total Assets 653.6M
  • 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 0.37%
  • Turnover 21%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis ESGYX

Will ESGYX 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 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.

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
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 39.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.17 53M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.70 30M
Technology

Microsoft Corp

4.32 28M
Technology

Broadcom Inc

3.82 25M
Technology

Mastercard Inc Class A

3.66 24M
Financial Services

Palo Alto Networks Inc

3.42 22M
Technology

Eli Lilly and Co

3.06 20M
Healthcare

Iberdrola SA

3.02 19M
Utilities

eBay Inc

2.55 16M
Consumer Cyclical

ASML Holding NV

2.53 16M
Technology

Sponsor Center