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Gateway Fund Class C Shares GTECX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Natixis Investment Hub

Morningstar’s Analysis GTECX

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

  • People Pillar

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

Consistent and reliable.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Gateway Fund attempts to capture some of the stock market’s upside while delivering downside protection using index options. The managers effectively implement this time-tested approach, but it doesn’t represent a clear advantage over some cheaper or systematic peers.

by Zachary Evens
Rated on Published on

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