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Morningstar

Gateway A GATEX

Morningstar Analyst Rating
Analyst rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 36.99  /  0.41 %
  • Total Assets 6.4 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Options Trading
  • Alt Style Correlation / Relative Volatility High / Medium
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.63%
  • Turnover 11%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis GATEX

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

People Pillar

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

Responsibility changes at the top, but the process still underwhelms.

Director

Summary

| by Simon Scott

Gateway Fund's experienced managers have shown they can navigate all market environments, but the investment process has not evolved and adds little to a diversified portfolio. The pillar ratings remain unchanged, and the Morningstar Analyst Rating is Neutral across most share classes, and the priciest share class earning a Negative rating.

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