Morningstar

Mirova Global Megatrends Fund Class Y ESGYX

Medalist Rating as of Jul 24, 2026 See Natixis Investment Hub

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in equity securities. Equity securities may include common stocks, preferred stocks, depositary receipts and real estate investment trusts (“REITs”). The fund invests in securities of companies located in no fewer than three countries, which may include the U.S. Under normal circumstances, the fund will invest a percentage of its assets in securities of companies located outside the U.S.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ESGYX	Mirova Global Megatrends Fund Class Y	Institutional	Open			Mar 31, 2016	$524.88M	0.950%	Above Average	$100,000	−$192.96M
ESGNX	Mirova Global Megatrends Fund Class N	Institutional	Open			May 1, 2017	$72.39M	0.890%	Average	$1M	−$102.51M
ESGMX	Mirova Global Megatrends Fund Class A	Front Load	Open			Mar 31, 2016	$35.30M	1.200%	Average	$2,500	−$2.43M
ESGCX	Mirova Global Megatrends Fund Class C	Level Load	Open			Mar 31, 2016	$5.19M	1.950%	Above Average	$2,500	−$2.45M

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