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.
Natixis Sustainable Future 2035 N NSFGX
- NAV / 1-Day Return 11.61 / +0.61 %
- Total Assets 21.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.530%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.55%
- Turnover 28%
USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:18 PM GMT+0
Morningstar’s Analysis NSFGX
Will NSFGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
WCM Focused International Growth Instl | 6.56 | 1.4 Mil | — |
iShares ESG Aware MSCI EAFE ETF | 6.45 | 1.3 Mil | — |
Mirova International Sustainable Eq N | 6.41 | 1.3 Mil | — |
Mirova Global Green Bond N | 5.59 | 1.2 Mil | — |
Loomis Sayles Ltd Term Govt and Agency N | 4.62 | 956,749 | — |
Loomis Sayles Inflation Protected Secs N | 4.47 | 926,046 | — |
WCM Focused Emerging Markets Instl | 3.49 | 723,100 | — |
Fixed Inc Clearing Corp.Repo | 3.37 | 696,693 | Cash and Equivalents |
NVIDIA Corp | 1.28 | 265,816 | Technology |
Amazon.com Inc | 1.23 | 254,534 | Consumer Cyclical |