ESGMX Mutual Fund

ESGMX Mutual Fund (Mirova Global Megatrends Fund Class A) is managed by Natixis Funds with $7.7M in net assets. ESGMX expense ratio is 1.20%, holding 53 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2016-03-31.

ESGMX performance shows a YTD return of 4.90%. The 1-year return is 9.25% and the 5-year return is 4.48%. ESGMX dividend yield stands at 3.76%, paid semi-annually.

ESGMX top holdings include Nvidia Corp (7.0%), Microsoft Corp (4.5%), Mastercard Inc (4.3%), Taiwan Semiconductor - Adr (4.1%), Eli Lilly & Co. (3.2%). Go to all ESGMX holdings, ESGMX sectors, or ESGMX dividends.

ESGMX can be compared against other funds. Use ESGMX overlap to find shared positions, or ESGMX vs another fund for a side-by-side view. ESGMX alternatives are available via the screener, along with tax-loss harvesting opportunities.