Morningstar

Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class C NRCFX

Morningstar Medalist Rating
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Medalist Rating as of See Natixis Investment Hub
  • NAV / 1-Day Return $13.34  /  0.00
  • Fund Size $33.4M
  • Adjusted Expense Ratio 1.900%
  • Net Expense Ratio 1.900%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Global Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 2.36%
  • Turnover Ratio 64%
NAV and 1-Day Return as of

Morningstar’s Analysis NRCFX

Will NRCFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NRCFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NRCFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NRCFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Natixis AEW Global Focused Real Estate C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings NRCFX

More NRCFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Digital Realty Trust Inc

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Simon Property Group Inc

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Vivmark Residential

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Essex Property Trust Inc

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Highwoods Properties Inc

3.16 1M
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Brixmor Property Group Inc

2.92 1M
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