Skip to Content
Morningstar

Natixis Sustainable Future 2050 N NSFKX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 11.63  /  0.34 %
  • Total Assets 17.2 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.09%
  • Turnover 40%

USD | NAV as of Dec 04, 2023 | 1-Day Return as of Dec 04, 2023, 11:35 PM GMT+0

Morningstar’s Analysis NSFKX

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

People Pillar

The People Pillar is our evaluation of the NSFKX 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 NSFKX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NSFKX

More NSFKX Holdings
  • Current Portfolio Date
  • Equity Holdings 433
  • Bond Holdings 146
  • Other Holdings 9
  • % Assets in Top 10 Holdings 39.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WCM Focused International Growth Instl

8.50
1,291,697
—

Mirova International Sustainable Eq N

8.45
1,283,406
—

iShares ESG Aware MSCI EAFE ETF

8.36
1,269,434
—

WCM Focused Emerging Markets Instl

5.03
764,298
—

Fixed Inc Clearing Corp.Repo

3.30
500,791
Cash and Equivalents

Amazon.com Inc

1.74
264,918
Consumer Cyclical

Mirova Global Green Bond N

1.64
248,398
—

Microsoft Corp

1.54
234,286
Technology

NVIDIA Corp

1.32
200,965
Technology

Meta Platforms Inc Class A

1.28
195,136
Communication Services