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Morningstar

Natixis Sustainable Future 2040 N NSFHX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 11.77  /  +1.03 %
  • Total Assets 23.3 Mil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 0.540%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.27%
  • Turnover 27%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NSFHX

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

  • People Pillar

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

More NSFHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WCM Focused International Growth Instl

7.02 1.6 Mil
—

iShares ESG Aware MSCI EAFE ETF

6.90 1.6 Mil
—

Mirova International Sustainable Eq N

6.90 1.6 Mil
—

Mirova Global Green Bond N

4.05 918,979
—

WCM Focused Emerging Markets Instl

3.95 894,947
—

Fixed Inc Clearing Corp.Repo

3.62 821,541
Cash and Equivalents

Loomis Sayles Inflation Protected Secs N

3.52 799,049
—

Loomis Sayles Ltd Term Govt and Agency N

2.82 639,456
—

NVIDIA Corp

1.46 330,688
Technology

Amazon.com Inc

1.39 315,870
Consumer Cyclical