NEFGX Rating, Research - Natixis Cgm Advisor Targeted Equity A

Natixis Cgm Advisor Targeted Equity A (nefgx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 197

Threats + Weaknesses = 108

When strengths & opportunities substantially exceed threats & weaknesses an investment in the nefgx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Natixis Cgm Advisor Targeted Equity A (NEFGX) Description: NEFGX is a mutual fund, which is an investment that owns a basket of assets. The NEFGX mutual fund was provided by Natixis and this investment vehicle derives the majority of its value from equity holdings (stocks). Natixiss mutual fund has a long management tenure and is in the large fund size classification. NEFGXs minimum initial investment amount is $2500 while the IRA minimum is $1000. NEFGXs expense ratio is roughly 1%. The latest NEFGXs front end load was 6% and the back end load was 0%. The Natixis Cgm Advisor Targeted Equity A (NEFGX) mutual fund falls under the large-cap growth category. NEFGX focuses its investments in USA and NEFGX is not affiliated with a particular industry or fund sector. The Natixis Cgm Advisor Targeted Equity A (NEFGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NEFGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NEFGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation; current income is a secondary consideration. The fund invests in a diversified portfolio of readily marketable common stocks (see stock research) and convertibles. It invests primarily in securities that management believes to be undervalued and to have favorable prospects for earnings growth. The fund may invest up to 25% of total assets in securities of non-U.S. issuers.

Management Analysis Update

Performance Analysis Update