Mirova Global Sustainable Fund Quote
| ESGCX Fund | USD 19.78 0.00 0.00% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Mirova Global is trading at 19.78 as of the 3rd of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 19.78. Mirova Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Mirova Global Sustainable are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of October 2023 and ending today, the 3rd of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities, which may include common stocks, preferred stocks, depositary receipts and real estate investment trusts . It invests in securities of companies located in no fewer than three countries, which may include the U.S. More on Mirova Global Sustainable
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Mirova Mutual Fund Highlights
| Fund Concentration | Natixis Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Natixis Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Mirova Global Sustainable [ESGCX] is traded in USA and was established 3rd of December 2024. Mirova Global is listed under Natixis Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Natixis Funds family. This fund currently has accumulated 101.09 M in assets under management (AUM) with no minimum investment requirementsMirova Global Sustainable is currently producing year-to-date (YTD) return of 16.46% with the current yeild of 0.0%, while the total return for the last 3 years was 1.88%.
Check Mirova Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mirova Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mirova Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mirova Global Sustainable Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mirova Global Sustainable Mutual Fund Constituents
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| DHR | Danaher | Stock | Health Care | |
| EBAY | eBay Inc | Stock | Consumer Discretionary | |
| ECL | Ecolab Inc | Stock | Materials | |
| ETN | Eaton PLC | Stock | Industrials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| LLY | Eli Lilly and | Stock | Health Care | |
| MA | Mastercard | Stock | Financials |
Mirova Global Sustainable Risk Profiles
| Mean Deviation | 0.5427 | |||
| Standard Deviation | 0.7126 | |||
| Variance | 0.5077 | |||
| Risk Adjusted Performance | (0.01) |
Mirova Global Against Markets
Other Information on Investing in Mirova Mutual Fund
Mirova Global financial ratios help investors to determine whether Mirova Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mirova with respect to the benefits of owning Mirova Global security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |