Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund N1/A (USD)Registreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 30-04-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
![]() | Fonds | 19,2 | 27,2 | -23,4 | 45,8 | 9,6 |
![]() | +/-Cat | -4,9 | -2,8 | 2,4 | 16,1 | 0,6 |
![]() | +/-Idx | -5,6 | -8,6 | 4,0 | 10,6 | -0,8 |
Categorie: Aandelen VS Large-Cap Groei | ||||||
Categorie Benchmark: Morningstar US LM Brd Growt... |
Kerngegevens | ||
Koers 17-05-2024 | USD 218,57 | |
Rendement 1 Dag | 0,30% | |
Morningstar Categorie™ | Aandelen VS Large-Cap Groei | |
Vestigingsland | Luxemburg | |
ISIN | LU1727222538 | |
Grootte Fonds (Mil) 17-05-2024 | USD 3764,39 | |
Grootte Fondsklasse (Mil) 17-05-2024 | USD 10,23 | |
Aankoopkosten (Max) | 4,00% | |
Lopende Kosten Factor 31-10-2022 | 0,90% |
Morningstar Research |
Analyst Report | 29-12-2023 Tony Thomas, Associate Director Morningstar, Inc |
Loomis Sayles Growth's reliable team and appealing process help the I/A clean share class retain its Morningstar Analyst Rating of Silver. Other share classes range from Gold to Neutral, depending on fees. Competent hands guide the strategy.... | |
Klik hier voor het analistenrapport |
Pijlers Morningstar | |
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Team | 24 |
Fondshuis | 23 |
Proces | 25 |
Rendement | |
Kosten |
Beleggingsdoelstelling: Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund N1/A (USD) |
The investment objective of the fund is long-term growth of capital through an investment process that systematically includes Environmental, Social and Governance (“ESG”) considerations. The Fund promotes environmental or social characteristics but does not have as its objective a sustainable investment. It might invest partially in assets that have a sustainable objective. The Fund invests primarily in U.S. companies and focuses on larger issuers. The Fund invests at least 80% of its total assets in equity securities of U.S. companies. The Fund focuses on stocks of large capitalisation companies, but the Fund may invest in companies of any size. |
Returns | |||||||||||||
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Management | ||
Naam manager Aanvangsdatum | ||
Aziz Hamzaogullari 08-06-2016 | ||
Oprichtingsdatum 23-08-2018 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
S&P 500 TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund N1/A (USD) | 30-04-2024 |
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Top 5 posities | Sector | % |
![]() | ![]() | 7,67 |
![]() | ![]() | 6,83 |
![]() | ![]() | 6,68 |
![]() | ![]() | 5,95 |
![]() | ![]() | 5,93 |
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Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund N1/A (USD) |