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 51 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2016-03-31.

ESGMX performance shows a YTD return of 1.00%. The 1-year return is 7.08% and the 5-year return is 4.55%. ESGMX dividend yield stands at 3.91%, paid semi-annually.

ESGMX top holdings include Nvidia Corp. (7.0%), Microsoft Corp (4.6%), Taiwan Semiconductor - Adr (3.9%), Mastercard Inc (3.8%), Iberdrola Sa (3.1%). 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.