ESGYX : Mirova Global Sustainable Equity Fund Class Y

ESGYX is a Allocation Market Total World with MODERATE fees.

ESGYX

Mirova Global Sustainable Equity Fund Class Y

FI Score

43 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

43% FI Score
  • esgyx
  • Mutual Fund
  • Allocation
  • Total World

Mirova Global Sustainable Equity Fund Class Y

Expenses: 0.96% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities, which may include common stocks, preferred stocks, depositary receipts and real estate investment trusts ("REITS"). It invests in securities of companies located in no fewer than three countries, which may include the U.S. Under normal circumstances, the fund will invest at least 40% of its assets in securities of companies located outside the U.S. and the fund may invest up to 25% of its assets in securities of companies located in emerging markets.

Largest Holdings

Amount Holding
4.68% Microsoft Corp
4.42% Thermo Fisher Scientific Inc
4.33% Mastercard Inc A
4.04% Danaher Corp
4.01% Novo Nordisk A/S ADR
3.80% Symrise AG
3.73% eBay Inc
3.63% Orsted A/S
3.63% Ecolab Inc
3.28% Visa Inc Class A
3.23% Roper Technologies Inc
3.18% Eaton Corp PLC
3.17% Alphabet Inc A
2.51% Vestas Wind Systems A/S
2.30% Adobe Inc
2.27% Taiwan Semiconductor Manufacturing Co Ltd ADR
2.10% Adyen NV
2.02% Aptiv PLC
2.02% Terumo Corp
1.90% AIA Group Ltd
1.86% KBC Group SA/NV
1.72% Prudential PLC
1.63% Essilorluxottica
1.60% Signature Bank
1.57% NextEra Energy Inc

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