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Morningstar

Natixis Sustainable Future 2025 N NSFEX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 10.55  /  −0.19 %
  • Total Assets 10.2 Mil
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.510%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.83%
  • Turnover 37%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis NSFEX

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

  • People Pillar

    The People Pillar is our evaluation of the NSFEX 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 NSFEX’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 NSFEX

More NSFEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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