Mirova Global Sustainable Equity Fund Class A (ESGMX) Research
Under typical market conditions, the fund dedicates a minimum of 80% of its assets to equity-related investments. This includes a variety of instruments such as common and preferred stocks, depositary receipts, and real estate investment trusts (REITs). The portfolio maintains geographic diversification, holding stakes in companies domiciled in at least three different countries, with potential exposure to the United States. Furthermore, the fund is committed to investing a portion of its assets in non-U.S. companies, with this percentage being at least the lower value of either 40% or the foreign issuer weighting of its benchmark, the MSCI World Index, reduced by 5%.
Market snapshot
- Symbol
- ESGMX
- Price
- $21.51
- Day change
- +1.37%
- Market cap
- $818.4M
- 52-week range
- 19.81-22.8
- Sector
- Financial Services
- Industry
- Asset Management - Global
Peer companies
- Artisan Mid Cap Value Fund (APHQX)
- American Century Global Real Estate Fd Inv Cl (ARYVX)
- Columbia Small Cap Value Fund II Class A (COVAX)
- Mirova Global Sustainable Equity Fund Class Y (ESGYX)
- Hartford Schroders US MidCap Opportunities Fund Class R3 (HFDRX)
- Global Managed Volatility Fund Class Y (SGLYX)
- Emerging Markets Debt Fund Class Y (SIEDX)
- Hartford Schroders US MidCap Opportunities Fund (SMDIX)
Open Mirova Global Sustainable Equity Fund Class A (ESGMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.