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Morningstar

Natixis Sustainable Future 2015 N NSFBX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 8.96  /  −0.22 %
  • Total Assets 5.9 Mil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.45%
  • Turnover 22%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis NSFBX

Will NSFBX outperform in 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 NSFBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NSFBX 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 NSFBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A small but capable team guides this ESG-focused target-date series.

Analyst Ben Sater

Ben Sater

Analyst

Summary

The Natixis Sustainable Future target-date series features a reasonable approach and a decent lineup of underlying investment managers. Though the team is smaller than more established target-date peers, it's sufficiently resourced to guide the series driving an Average People rating, up from Below Average.

by Ben Sater
Rated on Published on

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Portfolio Holdings NSFBX

More NSFBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Loomis Sayles Inflation Protected Secs N

16.32 944,801
—

Loomis Sayles Ltd Term Govt and Agency N

11.84 685,458
—

Mirova Global Green Bond N

10.80 625,261
—

WCM Focused International Growth Instl

3.50 202,770
—

Mirova International Sustainable Eq N

3.35 193,900
—

iShares ESG Aware MSCI EAFE ETF

3.33 192,557
—

Fixed Inc Clearing Corp.Repo

2.73 158,226
Cash and Equivalents

WCM Focused Emerging Markets Instl

1.51 87,623
—

NVIDIA Corp

0.72 41,929
Technology

United States Treasury Notes 0.375%

0.69 39,893
Government